Jacob Dotson's Location
Germantown, Tennessee, United States
Jacob Dotson's Work
- Vice President, Financial Consultant @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- Financial Consultant I @ Raymond James
- Financial Advisor @ Shoemaker Financial
- Customer Service @ Mail and More
Jacob Dotson's Education
- University of Tennessee at Martin
Bachelor of Science
2007 - 2012
Jacob Dotson's Skills
- Strategic Financial Planning
- Retirement
- Retirement Planning
- Series 7
- Investment Advisory
- Fixed Annuities
- Wealth Management
- Mutual Funds
- 401k
- Financial Advisory
Jacob Dotson's Summary
Jacob Dotson, based in Germantown, Tennessee, United States, is currently a Vice President, Financial Consultant at Charles Schwab, bringing experience from previous roles at Charles Schwab, Raymond James Financial, Inc., Shoemaker Financial and Mail and More. Jacob Dotson holds a 2007 - 2012 Bachelor of Science @ University of Tennessee at Martin. With a robust skill set that includes Strategic Financial Planning, Retirement, Retirement Planning, Series 7, Investment Advisory and more, Jacob Dotson contributes valuable insights to the industry. Jacob Dotson has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Jacob Dotson you were looking for?
Find contact details for 700 million professionals.
Others Named Jacob Dotson
-
13
-
55+
-
12
-
42
-
31
-
View
Jacob Dotson
Vice President, Financial Consultant at Charles Schwab
Germantown, Tennessee, United States12 -
22
Top Charles Schwab Employees
-
ViewOmar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
View
Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US5+5+ -
View
Clyde Langley
Managing Director - Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US14 -
13
-
15
-
4
-
ViewKara Suro
Managing Director, Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US44 -
11
-
11
-
35
-
View
Peter Crawford
Chief Financial Officer, Executive Vice President -- Finance at Charles Schwab
San Francisco, CA, US32 -
View
Michael Schwartz
Managing Director, Software Development & Engineering at Charles Schwab
San Francisco, California, United States5+5+ -
View
Michael Hecht
SVP, Corporate Development, Planning and Strategy at Charles Schwab
Alamo, California, United States32 -
21
-
ViewCatherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States25+ -
View
Jonathan Craig
Managing Director, Head of Investor Services and Marketing at Charles Schwab
San Francisco, CA, US35+ -
43
-
45+
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
