James Rosebrook

James Rosebrook: Email & Phone Number

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VP - Financial Consultant at Charles Schwab|Naples, Florida, United States

Position:

VP - Financial Consultant at Charles Schwab

Location:

Naples, Florida, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 1 year

VP - Financial Consultant at Charles Schwab

Jan 2026 - Current

Investment Consultant at Charles Schwab

Sep 2025 - Jan 2026

Client Relationship Specialist at Charles Schwab

Mar 2025 - Sep 2025

James Rosebrook started working in 2025, then the employee has changed 2 jobs. On average, James Rosebrook works for one company for 6 months.

Their professional focus is Adaptability, Business Operations, and Capital Markets across 3 core areas.

James holds Series 65, Series 63, and Series 7 certifications.

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