Jeff Blumenthal

Jeff Blumenthal is Managing Director, Business Development and responsible for consulting directly with Wirehouse, Independent Broker Dealer, and Trust Bank advisors, about the benefits of becoming an independent Registered Investment Advisor (RIA). Adam also works directly with RIA principals to understand the value of transitioning to the leading RIA custodian.

For over 30 years, Schwab Advisor Services has been committed and dedicated to the growth of independent RIAs. Contact Adam today to learn how you can achieve your dreams for greater success and independence.

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