Jeff Blumenthal
Managing Director, Business Development at Charles Schwab Advisor Services
- Role
- Managing Director, Advisor Services Business Development at Charles Schwab
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Jeff Blumenthal
I lead a team of experienced Business Development Officers focused on helping advisors realize the benefits of being an independent Registered Investment Advisor (RIA). I provide strategic guidance that enables my team to be the most impactful in their roles. They work to understand each advisor’s unique goals to ensure they are supported in whatever path towards independence they choose. We realize the opportunities and challenges advisors face, uncovering what they need to know and do – overcoming any obstacles together. That’s why when our advisors succeed, we succeed.For over 30 years, Schwab has helped thousands of advisors shape their own destiny in their quest toward independence. We deliver innovative solutions that help advisors navigate their own transition in building a business that thrives. Advisors we work with share many ideals; integrity, accountability and an entrepreneurial drive—but at the core is a passion for delivering the best client experience possible. At Schwab, we share this passion, and I believe this is why more independent RIAs rely on us than any other custodian. You’ve helped your clients prepare for their future, now it’s time to let us help you prepare for yours. If you’d like to know more about becoming an independent RIA, and how Schwab Advisor Services can help, contact me at (42••••••04 or via email at j••••••••@schwab.com.
Experience
Managing Director, Advisor Services Business Development
Jan 2011 — Present
Account specific questions and transactions cannot be addressed in this forum; please call 87••••••85. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints.Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co, Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.For other important information and disclosures please visit: 2017 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited.
Education
The Wharton School
Executive Education, Securities Industry Institute (SII)
2018 — 2022
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.