Jacob Roberts CFP®: Email & Phone Number

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Asociate Wealth Advisor at Charles Schwab|United States

Position:

Asociate Wealth Advisor at Charles Schwab

Location:

United States

View Jacob Roberts CFP®'s Email

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Last updated: 2026-08-08

Updated: 2026-08-08

Found email addresses for Jacob Roberts CFP®:

Business emails:

j***********s@schwab.com

Personal emails:

j***@gmail.com,

j***@regions.com,

r***@olivegarden.com,

r***@yahoo.com

Found phones for Jacob Roberts CFP®:

+1-623-***-**38,

+1-909-***-**89

A different Jacob Roberts CFP®?

Work Experience 13 years

Asociate Wealth Advisor at Charles Schwab

Jun 2025 - Current

Fiancial profesional at Charles Schwab

Jul 2020 - Current

Asistant manager at Regions Bank

Jul 2018 - Jul 2020

Server at Olive Garden

Jun 2013 - Oct 2018

Jacob Roberts CFP® started working in 2013, then the employee has changed 2 companies and 3 jobs. On average, Jacob Roberts CFP® works for one company for 3 years 8 months.

Their professional focus is Brokerage, Conflict Resolution, and Customer Experience across 3 core areas.

Jacob holds Series 66, Series 7, and Life and health certifications.

Education

Bachelor of Arts - BA at Anderson University

Frequently Asked Questions

What is Jacob Roberts CFP®'s email address?

SignalHire found verified email addresses for Jacob Roberts CFP®, both business and personal. Their business email is j***********s@schwab.com, and personal emails include j***@gmail.com, j***@regions.com, and r***@olivegarden.com.

What is Jacob Roberts CFP®'s phone number?

SignalHire found multiple verified phone numbers for Jacob Roberts CFP®: +1-623-***-**38, and +1-909-***-**89.

How do I contact Jacob Roberts CFP® at Charles Schwab?

You can reach Jacob Roberts CFP® through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Jacob Roberts CFP®'s professional background?

Jacob Roberts CFP® has 13 years of professional experience. They have held roles including Fiancial profesional, Asistant manager, and Server at companies such as Charles Schwab, Regions Bank, and Olive Garden. Their education includes Bachelor of Arts - BA from Anderson University.

Is Jacob Roberts CFP®'s contact information up to date?

Yes. Jacob Roberts CFP®'s SignalHire profile was last updated on 8 August 2026, reflecting their current position as Asociate Wealth Advisor at Charles Schwab in Westlake, Texas, United States.

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