James Feldman Email & Phone Number
Manager, Financial Planner @ Charles Schwab
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James Feldman Location
- Center Point, TX, US
James Feldman Work
- Manager, Financial Planner @ (May 2022 - Present)
- Financial Advisor @ (November 2020 - May 2022)
- Mortgage Loan Originator NMLS #1992316 @ (June 2020 - November 2020)
- Financial Planner @ (September 2007 - June 2020)
- High Net Worth Team Relationship Manager @ (April 2006 - October 2007)
- Registered Financial Advisor @ (January 2004 - April 2006)
- Investment Representative @ (April 1999 - January 2004)
James Feldman Education
- University of the Incarnate Word
Master of Business Administration - MBA
- College for Financial Planning
- The American College of Financial Services
- The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.) (Finance, General)
- Cannon Financial Institute
Certified Wealth Strategist ®
James Feldman Summary
- James Feldman, based in Center Point, TX, US, is currently a Manager, Financial Planner at Charles Schwab. James Feldman brings experience from previous roles at Navy Federal Credit Union, Southwest Funding and USAA. James Feldman holds a Master of Business Administration - MBA @ University of the Incarnate Word. James Feldman has 2 emails and 2 mobile phone numbers on RocketReach.
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