Jamie M. Bloom in

Jamie M. Bloom

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VP | Sr. Wealth Consultant | Schwab Private Wealth at Charles Schwab
📍 Dallas, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
26 Years
Current Role
VP | Sr. Wealth Consultant | Schwab Private Wealth
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How Jamie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jamie cares about

Strategic Priorities
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Career

Work history

1-2025
VP | Sr. Wealth Consultant | Schwab Private Wealth
Charles Schwab
1-2014
VP | Sr. Financial Consultant
Charles Schwab
1-2010 - 1-2014
VP | Financial Consultant
Charles Schwab
4-2008 - 12-2008
VP | Financial Consultant
Retirement Advisors of America
8-2006 - 4-2008
Financial Consultant
RAA Wealth Management, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science (BS)
Texas Christian University
Certificate Program in Financial Planning (CPFP)
Southern Methodist University
High School Diploma
Canterbury School of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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