Jim Tannous | VP - Assistant Branch Manager
Jim Tannous, CFP®, CWS®
VP - Assistant Branch Manager
I’m part of the leadership team that is responsible for maintaining a high level of excellence at our branch, where we can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 51, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


21 years of professional experience
  • VP - Assistant Branch Manager, Charles Schwab, 2020-present
  • Senior Manager - Wealth Management, USAA, 2018-2020
  • Senior Wealth Manager - Wealth Management, USAA, 2011-2018
  • Financial Advisor, Merrill Lynch / BC Zieglar, 2009-2011
  • Private Equity Advisor, Markour Investments, 2005-2009
  • Sales Advisor, La-Z-Boy, 2000-2005


  • Lake Forest College, Bachelors of Arts - Economics & Political Science
  • The Wharton School - CIMA Educational Component

Community & Professional Affiliations

  • Junior Achievement Dallas
  • Community Volunteer for local food banks
  • Military Pro Bono Volunteer

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.


Branch Details
3000 Schwab Way,
Westlake,TX 76262
Open by Appointment Only