
Jay Wilson
VP, Financial Consultant
CERTIFIED FINANCIAL PLANNER® Certificant
Series 7
66 Securities Licenses
Life & Variable Annuity Insurance License
Charles Schwab & Co., Inc.
Jay became interested in finance in college and started investing. He earned enough from his investment account to finance a trip to Europe in his early 20s. Today, he is a VP, Financial Consultant at Charles Schwab & Co. Inc. and holds the CERTIFIED FINANCIAL PLANNER™ designation. He knows first-hand how financial education empowers people and can help them achieve their dreams. Jay feels that giving is better than receiving and volunteers for the Houston Children's Charity, Boys and Girls Club, and is a member of the Rotary Club of Houston.
Education
BA, Finance, Seton Hall University1025-U7B2