Jonathan StoftCRD Number: 5453342
Current Firm: Charles Schwab & Company, Inc.
Jonathan Stoft (CRD# 5453342) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 9 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Charles Schwab & Company, Inc.||Campbell, CA||Sep 2010 - Current||7|
|Charles Schwab Bank||Campbell, CA||Sep 2010 - Current||7|
|West Bay Rhythm||Brisbane, CA||Mar 2010 - Current||8|
|Joe Ferrari Big Band||Sunnyvale, CA||Mar 2010 - Current||8|
|Consumer Credit Counseling Services Of San Francisco||San Francisco, CA||Sep 2009 - Sep 2010||1|
|Us Census Bureau||San Francisco, CA||Mar 2010 - Jun 2010||< 1|
|Woodbury Financial Services Inc.||San Fransico, CA||Jun 2009 - Sep 2009||< 1|
|Unemployed||San Fransico, CA||Oct 2008 - May 2009||< 1|
|Ameriprise Financial Services, Inc.||San Francisco, CA||Nov 2007 - Oct 2008||< 1|
|Consumer Credit Counseling Services Of San Francisco||San Francisco, CA||Dec 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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