Jason Halada, CFP® in

Jason Halada, CFP®

Evaluator · DISC type DCS
VP - Sr. Financial Consultant at Charles Schwab
📍 Greater Minneapolis-St. Paul Area, United States

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

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
VP - Sr. Financial Consultant
Job Level
Leadership
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Jason shows up

Fast But Analytical
Quality Focused
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2008
VP - Sr. Financial Consultant
Charles Schwab
8-2006 - 11-2008
Financial Advisor
UBS Wealth Management
2004 - 2006
Financial Advisor
Piper Jaffray
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
BS
University of Wisconsin-Madison
2009 - 2015
MBA
University of St. Thomas
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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