Jeremy Zitting, CFP®

VP - Financial Consultant

+1 336-852-7567

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Financial Consultant Partner, Charles Schwab, 2013-2020
  • Client Relationship Specialist, Charles Schwab, 2012-2013
  • Registered Representative, Charles Schwab, 2010-2012

Education

  • BA Economics, Brigham Young University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

    Modal can be closed by pressing Escape key.