Jasmine Penny

Associate

“When we strive to become better than we are, everything around us becomes better too.” – Paulio Coelho

About Jasmine

Ever since I joined the industry in 2021, I have been passionate about helping individuals navigate their financial journeys with confidence. I enjoy working in the financial services industry because it allows me to build meaningful relationships while making a positive impact on people’s financial well-being. My goal is to provide guidance, support, and education that help clients make informed decisions and achieve their financial goals.

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Experience

Financial Advisor
Oswald Financial, August 2026 - Ongoing
Senior Loan Consultant
Charles Schwab, 2025 - 2026
Senior Client Service Specialist
Charles Schwab, 2024 – 2025
Client Service Specialist
Charles Schwab, 2023 – 2024
RPS Rotational Specialist
Charles Schwab, 2022 – 2023
RPS Intern
Charles Schwab, June 2021 – August 2021

Education

Bachelor’s Degree, Business Administration in Human Resource Management
University of Akron
Associate of Arts
Lakeland Community College