Jack Ryan Seaton, CFP®, AWMA®

Real Estate Broker

2000 followers

Denver, Colorado, United States

Connect with Jack Ryan Seaton, CFP®, AWMA® to Send Message

Connect

Connect with Jack Ryan Seaton, CFP®, AWMA® to Send Message

Connect

Timeline
About me
VP - Financial Consultant
Education
- University of Colorado Boulder - Leeds School of Business
  -
  Bachelor’s Degree Finance and Information Management
- College for Financial Planning
  -
  Financial Planning and Services
Experience
- Jim Isler Real Estate
  Jul 2016 - Dec 2018
  Real Estate Broker
- Charles Schwab
  Jun 2019 - now
  Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
  - VP - Financial Consultant
    Sept 2021 - now
  - Associate Financial Consultant
    Jan 2021 - Sept 2021
  - Financial Consultant Academy
    Jun 2019 - Jan 2021
Licenses & Certifications
- Series 66
  FINRA
  Dec 2019
- Accredited Wealth Management Advisor™
  College for Financial Planning
  May 2022
  View certificate
- Series 7
  FINRA
  Nov 2019
- Bloomberg Market Concepts Certification
  Bloomberg LP
  Dec 2018
- CERTIFIED FINANCIAL PLANNER™ Professional
  CFP Board
  Feb 2022
  View certificate
Honors & Awards
- Awarded to Jack Ryan Seaton, CFP®, AWMA®
  Eagle Scout Boy Scouts of America Nov 2015 The Eagle Scout award is the highest rank within scouting, denoting years of hard work and dedication by developing a broad skill set. Within scouting, I was able to learn how to lead my peers, value handwork, teach others how to teach and lead effectively, utilize resources, and maximize efficiency through organization. Through my many leadership roles I was able to lead many events, camps, leadership courses, and meetings. The highest position I held was Assistant Senior Patrol Leader, 2nd… Show more The Eagle Scout award is the highest rank within scouting, denoting years of hard work and dedication by developing a broad skill set. Within scouting, I was able to learn how to lead my peers, value handwork, teach others how to teach and lead effectively, utilize resources, and maximize efficiency through organization. Through my many leadership roles I was able to lead many events, camps, leadership courses, and meetings. The highest position I held was Assistant Senior Patrol Leader, 2nd in command over 70+ scouts. I learned how to delegate and to create a unit mentality as a leader. Show less
- Awarded to Jack Ryan Seaton, CFP®, AWMA®
  Academic Honor Roll - May 2014
Volunteer Experience
- CoLab Leader
  Issued by University of Colorado Boulder - Leeds School of Business
  Associated with Jack Ryan Seaton, CFP®, AWMA®
- Financial Basics Education Volunteer
  Issued by Boys & Girls Clubs of America on Jun 2018
  Associated with Jack Ryan Seaton, CFP®, AWMA®
- Eagle Scout leader
  Issued by Boy Scouts of America on Jan 2011
  Associated with Jack Ryan Seaton, CFP®, AWMA®
- Supply Organizer
  Issued by Marian Soup Kitchen on Jan 2013
  Associated with Jack Ryan Seaton, CFP®, AWMA®