William Jones
Vice President - Financial Consultant
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
About William Jones
As a Schwab Investment Consultant, it\'s my job to help you create a better financial life. I will partner with you to help build a plan unique to your current circumstances. I am committed to providing advice specific to your situation that is understandable, relevant, and actionable, and I\'ll diligently to find solutions and strategies that are right for you.I can assist with:• Investment planning• Planning for retirement• Portfolio analysis• And other wealth management areas
Experience
Vice President - Financial Consultant
Jun 2025 — Present · Brea, CA, US
Education
Louisiana State University
Bachelor's degree, Marketing
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