James Staten's Location
Atlanta, GA, US
James Staten's Work
- Sr. Client Portfolio Manager @ Charles Schwab
- VP Financial Consultant @ Charles Schwab
- Wealth Manager @ USAA
- Financial Advisor @ Edward Jones
James Staten's Education
- Florida Atlantic University
B.B.A (Finance)
2005 - 2009 - Chipola College
A.A (Business)
2005 - 2007
James Staten's Skills
- Retirement Planning
- Life Insurance
- Series 7
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Series 63
- Investments
James Staten's Summary
James Staten, based in Atlanta, GA, US, is currently a Sr. Client Portfolio Manager at Charles Schwab, bringing 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 contributes valuable insights to the industry. James Staten has 2 emails on RocketReach.
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