Jeff Beck Location
- Flower Mound, TX, US
Jeff Beck Work
- 2025 - now VP - Sr. Wealth Consultant @
- 2022 - 2025 Senior Financial Advisor @
- 2020 - 2022 Senior Financial Advisor-Private Client Group @
- 2018 - 2019 Financial Consultant @
- 2015 - 2018 Senior Financial Consultant @
- 2015 - 2015 Business Development Specialist @
- 2012 - 2015 Financial Representative @
Jeff Beck Education
- The University of Texas at Austin
Bachelor of Arts (Economics)
Jeff Beck Skills
- Series 7
- Finance
- Securities
- Financial Services
- Investments
- Series 63
- Retirement Planning
- Customer Service
- Sales
- Mutual Funds
- Wealth Management
- Equities
- Financial Advisory
- Financial Analysis
- Series 66
- Asset Allocation
- Financial Reporting
- Microsoft Excel
Jeff Beck Summary
- Jeff Beck, based in Flower Mound, TX, US, is currently a VP - Sr. Wealth Consultant at Charles Schwab. Jeff Beck brings experience from previous roles at Vanguard, Personal Capital, E*TRADE and TD Ameritrade. Jeff Beck holds a Bachelor of Arts in Economics @ The University of Texas at Austin. With a robust skill set that includes Series 7, Finance, Securities, Financial Services, Investments and more. Jeff Beck has 3 emails and 1 mobile phone numbers on RocketReach.
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