James Staten Email & Phone Number
Sr. Client Portfolio Manager @ Charles Schwab
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James Staten Location
- Atlanta, GA, US
James Staten Work
- Sr. Client Portfolio Manager @ (February 2023 - Present)
- VP Financial Consultant @ (May 2020 - March 2023)
- Wealth Manager @ (April 2011 - May 2020)
- Financial Advisor @ (October 2009 - April 2011)
James Staten Education
- Florida Atlantic University
B.B.A (Finance)
2005-2009 - Chipola College
A.A (Business)
2005-2007
James Staten Skills
- Retirement Planning
- Life Insurance
- Series 7
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Series 63
- Investments
- Financial Advisory
- Fixed Annuities
- Estate Planning
- Portfolio Management
- Asset Management
- Insurance
- Investment Advisory
- 401k
- Investment Strategies
- Leadership
- Microsoft Excel
- Social Media
James Staten Summary
- James Staten, based in Atlanta, GA, US, is currently a Sr. Client Portfolio Manager at Charles Schwab. James Staten brings experience from previous roles at Charles Schwab, USAA and Edward Jones. James Staten holds a 2005 - 2009 B.B.A in Finance @ Florida Atlantic University. With a robust skill set that includes Retirement Planning, Life Insurance, Series 7, Mutual Funds, Retirement and more. James Staten has 3 emails and 3 mobile phone numbers on RocketReach.
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