Jon Wu Email & Phone Number
VP Financial Consultant @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jon Wu Location
- San Francisco, CA, US
Jon Wu Work
- 2025 -now VP Financial Consultant @
- 2019 -2025 Vice President Investment Banking @
- 2018 -2019 Founding Member @ Harrison Fund
- 2010 -2018 Senior Investment Consultant @
- 2010 -2010 Business Development Associate @
Jon Wu Education
- Silicon Valley Business Institute
Master Of Business Administration (Finance)
2019-2021 - University of California - Davis
Bachelors
Jon Wu Skills
- Series 63
- Financial Advisory
- Investment Compliance
- Sales Process
- Retirement Savings
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
- IRAs
- Capital Markets
- Derivatives
- Investments
- Relationship Management
- Business Development
- Client Services
- Finance
- 401K Retirement Savings Plans
- Working with Investors
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- Relationship Building
- Investment Strategies
- Microsoft Excel
- Asset Management
- Regulatory Compliance
- Cantonese
- Private Equity
- Teamwork
- 401k Rollovers
- Personal Finance
- Analytical Skills
- Due Diligence
- Research
- Trading
- ETFs
- Mandarin
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
- 401 Retirement Savings Plans
Jon Wu Summary
- Jon Wu, based in San Francisco, CA, US, is currently a VP Financial Consultant at Charles Schwab. Jon Wu brings experience from previous roles at Xnergy, Harrison Fund, Scottrade and Capital Group Communications Inc. Jon Wu holds a 2019 - 2021 Master Of Business Administration in Finance @ Silicon Valley Business Institute. With a robust skill set that includes Series 63, Financial Advisory, Investment Compliance, Sales Process, Retirement Savings and more. Jon Wu has 1 mobile phone numbers on RocketReach.
Looking for a different Jon Wu?
Find contact details for 700 million professionals.
Others Named Jon Wu
Jon Wu
Head of Filmed Content
Los Angeles, CA, US
Jon Wu
Head of FP and A
Los Angeles, CA, US
Jon Wu
Technical Account Manager
California, United States
Jon Wu
VP Financial Consultant
San Francisco, CA, US
Jon Wu
Financial and Business Analyst
Toronto, ON, CA
Jon Wu
Strategy and Product
New York, NY, US
Jon Wu
Technical Product Manager
New York, NY, US
Top Charles Schwab Employees
Jeff Starr
Managing Director
Dallas, TX, US
Kathie Chao
Managing Director, Wealth Offers, Operations, and Strategy
San Francisco, CA, US
Jonathan Craig
Managing Director, Head of Retail Investing
San Francisco, CA, US
Rob Morrissey
Founder
Omaha, NE, US
Jeff Edwards
Managing Director and Bank CFO
Texas, United States
Stacy Hammond
Chief Marketing Officer
California, United States
Christopher Johnson
Managing Director, Global Head of Trading
Jersey City, NJ, US
Andrew D'Anna
Chief Operating Officer, Retail
Texas, United States
Jon Beatty
Chief Operating Officer
Texas, United States
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
Ama Nyarku
Senior Manager, Asset Management Integration
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co