Jeff Beck Email & Phone Number
VP - Sr. Wealth Consultant @ Charles Schwab
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Jeff Beck Location
- Flower Mound, TX, US
Jeff Beck Work
- VP - Sr. Wealth Consultant @ (April 2025 - Present)
- Senior Financial Advisor @ (May 2022 - April 2025)
- Senior Financial Advisor-Private Client Group @ (August 2020 - May 2022)
- Financial Consultant @ (October 2018 - August 2019)
- Senior Financial Consultant @ (June 2015 - September 2018)
- Business Development Specialist @ (February 2015 - June 2015)
- Financial Representative @ (October 2012 - February 2015)
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 2 mobile phone numbers on RocketReach.
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