Jamie M. Bloom

VP | Sr. Wealth Consultant: Helping Clients Own Their Tomorrow

Role
VP Sr Wealth Consultant Schwab Private Wealth at Charles Schwab
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jamie M. Bloom

As a Schwab Sr. Wealth Consultant, it’s my job to help you create a better financial…

Experience

  1. VP Sr Wealth Consultant Schwab Private Wealth

    Charles Schwab

    Jan 2025 — Present · Dallas County, TX, US

Education

  • Texas Christian University

    Bachelor of Science (BS)

  • Canterbury School of Florida

    High School Diploma

  • Southern Methodist University

    Certificate Program in Financial Planning (CPFP)

  • PCJDS

    Elementry / Middle

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Jamie M. Bloom — VP Sr Wealth Consultant Schwab Private Wealth at Charles Schwab in Dallas, TX, US | Unifers