J

Jim Sheehan CFP®'s
email & phone

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Current Position:

Vice President, Financial Consultant at Charles Schwab

Experience:

30 years

Location:

Richmond, Virginia

How to contact Jim Sheehan CFP®

Last updated:2025-09-09
emails**@aboutschwab.com
phone+1-***-***-9229
LinkedIn
YouTube
Instagram

Analytics

According to LinkedIn Jim Sheehan CFP® started working on 1995, then the employee has changed 6 companies and 6 jobs. On average, Jim Sheehan CFP® works for one company for 5 years 7 months. Jim Sheehan CFP® has been working as a Vice President, Financial Consultant for Charles Schwab for 3500 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Vice President, Financial Consultant at Charles Schwab

Feb 2016 - Current

Senior Financial Consultant at TD Ameritrade

Feb 2016 - Oct 2020

Wealth Advisor at Wells Fargo Private Bank

Jan 2012 - Feb 2016

Board Memeber at Richmond Symphony

Jan 2009 - Jan 2013

Private Client Advisor, Senior Vice President at U.S. Trust

Feb 2008 - Dec 2011

FA, IMA, IS at Wells Fargo

Feb 2000 - Feb 2008

Financial Advisor at Merrill Lynch

Jan 1995 - Jan 2000

Education

BS at James Madison University

Oakton HighSchool

Belle View Elementary

Circle in the Square Theater School

American Academy of Dramatic Arts

Current Company Information Charles Schwab

Name: Charles Schwab

Speciality: Brokerage, Banking, Financial Consulting, Financial Products and Services, Portfolio Management, Advisor Services, Retirement Plan Services, Specialty Brokerage Services, Mutual Fund Clearing Services

Location: Westlake, Texas, United States

Employees: 10000+

HQ Phone: (877) 519-1403

Description: We have plans for every turn you take....

Frequently Asked Questions

How long has Jim Sheehan CFP® been working as a Vice President, Financial Consultant?

Jim Sheehan CFP®'s total experience in various companies as a Vice President, Financial Consultant 9 years 7 months.

What is Jim Sheehan CFP®'s minimum period of employment in the companies?

Jim Sheehan CFP®'s minimum period of employment in various companies is 3 years 10 months.

What is Jim Sheehan CFP®'s average duration of employment for different companies?

On average, Jim Sheehan CFP® works for one company for 4 years 11 months

What industries has Jim Sheehan CFP® worked in?

Jim Sheehan CFP® works in the Financial Services. Previously, Jim Sheehan CFP® worked in the Music.

What positions has Jim Sheehan CFP® held before?

Previously, Jim Sheehan CFP® worked as a Senior Financial Consultant, and Wealth Advisor, and Board Memeber, and Private Client Advisor, Senior Vice President, and FA, IMA, IS.

How do I contact Jim Sheehan CFP®?

Jim Sheehan CFP®'s email address is s**@aboutschwab.com, phone number is +1-***-***-9229. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Jim Sheehan CFP®'s peers at other companies?

Jim Sheehan CFP®'s peers at other companies are Robert Fessler and Mike Carle and Kelly Harkins
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