David Jackson

David Jackson

Financial Planner - Centralized Planning at Charles Schwab
Indianapolis, Indiana, United States

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Work Experience

Charles Schwab

Financial Planner

2022-07-01 - Present

Royal United Mortgage

Loan Advisor

2016-01-01 - 2016-03-01

Integrated Planning & Wealth Management

Client Service Associate

2015-06-01 - 2016-01-01

Oakland City University

Resident Director

2013-06-01 - 2015-05-01

Vector Marketing

Senior Advisor

2010-04-01 - 2010-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English