Jose Rojas Martinez
Financial Services Representative | B.S. Finance | Fully Licensed Broker | Passionate About Client Education, Asset Management & Investing Strategy
- Role
- Financial Services Representative at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Jose Rojas Martinez
B.S. in Finance and International Affairs with experience in Buy-Side research covering both Equities and Fixed Income products for a leading Latin American asset manager, where I contributed to the investment decision-making process through fundamental analysis, market research, and a rigorous approach to risk and valuation. Currently as a Financial Services Representative at Charles Schwab, I’m focused on combining my analytical foundation with a client-first mindset, providing exceptional service and helping investors feel supported in every interaction. Motivated by continuous growth, industry licensing, asset management and investment strategy.
Experience
Financial Services Representative
Nov 2025 — Present · Orlando, FL, US
Education
Universidad Externado de Colombia
Finanzas y Relaciones Internacionales, Finanzas, general
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