2000 -2024 V. P. - Financial Consultant @ Charles Schwab & Co. Inc.
2000 -2024 Financial Planning Consultant @
1997 -2000 Investment Consultant @
1996 -1997 Insurance Agent @
1990 -1996 Security Police @ Florida Air National Guard
James Schock Education
University of North Florida - College of Business Administration
(Financial Planning and Services)
1995-1996
St. Johns River Community College
Associate of Arts (AA) (Business Administration and Management, General)
James Schock Skills
Financial Planning
Investment Planning
Relationship Building
Investments
Portfolio Management
Finance
Retirement
Wealth Management
Series 7
Retirement Planning
Mutual Funds
Financial Services
Series 63
Insurance
Fixed Income
Asset Management
Asset Allocation
Financial Modeling
Microsoft Office
Financial Advisory
James Schock Summary
James Schock, based in Saint Johns, FL, US, is currently a Real Estate Agent at Keller Williams Realty, LLC. James Schock brings experience from previous roles at Charles Schwab, Charles Schwab & Co. Inc. and Bank of America. James Schock holds a 1995 - 1996 University of North Florida - College of Business Administration. With a robust skill set that includes Financial Planning, Investment Planning, Relationship Building, Investments, Portfolio Management and more. James Schock has 2 emails on RocketReach.
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