Charles Jewett, financial advisor Escondido CA
77 score

Charles Jewett

CRD Number: 6307076
Current Firm: Secure Investment Management, LLC

Charles Jewett (CRD# 6307076) is an Investment Advisor Representative working at Secure Investment Management, LLC in Escondido, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Investment Management, LLC Tucson, AZ Mar 2016 - Current < 1
J.d. Mellberg Financial Tucson, AZ Jan 2014 - Current 2
Merit Planning Inc. Escondido, CA Jan 2011 - Current 5
Self Employed Escondido, CA Jan 2005 - Current 11
Global Financial Private Capital LLC Sarasota, FL Feb 2014 - Mar 2016 2
Merit Financial Services Escondido, CA Jan 2008 - Jan 2011 3
Jewett Financial Services Escondido, CA Jan 2005 - Jan 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Charles R. Jewett
Phone Number: 520-269-4003
Registered State(s):
  • CA
  • HI
  • NC
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $40,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
77

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