Talk to sales Try for Free
Jesse Kellar

Jesse Kellar

Maintenance

Followers of Jesse Kellar234 followers
location of Jesse KellarDenver, Colorado, United States

Connect with Jesse Kellar to Send Message

Connect

Connect with Jesse Kellar to Send Message

Connect

  • Timeline

  • About me

    Senior Associate Private Client Advisor at Charles Schwab

  • Education

    • Purdue University

      2012 - 2016
      Bachelor of Science (B.S.) Financial Counseling and Planning - Management Minor

      Activities and Societies: Sigma Alpha Epsilon - Indiana Beta Chapter

  • Experience

    • Superior Petroleum Products Co

      May 2013 - Jan 2014
      Maintenance

    • Guys and Dollies

      May 2014 - May 2015
      Mover

    • WestPoint Financial Group

      May 2015 - Aug 2015
      Intern

    • Charles Schwab

      Oct 2016 - now

      • Senior Associate Private Client Advisor

        Apr 2021 - now

      • Associate Private Client Advisor

        Jun 2019 - now

      • Trading Specialist

        Jan 2018 - May 2019

      • Registered Representative

        Jul 2017 - Dec 2017

      • Customer Service Representative

        Oct 2016 - Jun 2017

  • Licenses & Certifications

    • Series 63 Financial License

    • Series 66 Financial License

    • Series 7 Financial License

    • Series 9 Financial License