JD Dargai, CFP® in

JD Dargai, CFP®

Critic · DISC type C
VP - Financial Consultant at Charles Schwab
📍 Fort Worth, Texas, United States

JD Dargai is a VP - Financial Consultant at Charles Schwab, specializing in wealth management and investment advice for his clients. He is a Certified Financial Planner (CFP®) and holds a Financial Planning Certificate from Boston University, equipping him to build unique, actionable financial plans.

Based on his social media, JD enjoys celebrating the holidays and getting into the festive spirit. His background includes studies in leadership and conflict management, skills he developed during his time at Harding University.

Uniquely for a financial professional, JD holds a Bachelor of Ministry degree.

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Experience
14 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Fort Worth, Texas, United States
Personality Overview

How JD shows up

Critic
Information Seeker
Precise

It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics JD cares about

Wealth Management
As a VP - Financial Consultant, his primary role is to help clients with wealth management, investing, and portfolio analysis.
Financial Planning
He is a Certified Financial Planner (CFP®) and earned a certificate in the field from Boston University, underscoring his expertise.
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Career

Work history

10-2018
VP - Financial Consultant
Charles Schwab
10-2018
VP - Sr. Financial Consultant
Charles Schwab
7-2016 - 9-2018
Financial Consultant Partner
Charles Schwab
3-2016 - 6-2016
High Net Worth Trading Specialist
Charles Schwab
12-2014 - 3-2016
Financial Services Professional
Charles Schwab
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2017 - 2021
Financial Planning Certificate Program
Boston University
2009 - 2012
Bachelor of Ministry (BMIN)
Harding University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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