Terry Jones, MBA

VP - Financial Consultant

+1 208-803-3771

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 10, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Branch Manager, TD Ameritrade, 2018-2022
  • Branch Manager, Scottrade, 2016-2018
  • Branch Manager, E*Trade, 2012-2016
  • Regional manager, Waddell and Reed, 2011-2012
  • Branch Manager/Financial Advisor, Raymond James Financial Services, 2001-2010

Education

  • MBA, Boise State University
  • BS, Management, University of Phoenix
  • Associates Degree, Skagit Valley College

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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