Jacob DotsonCRD Number: 6209800
Current Firm: Charles Schwab & Company, Inc.
Jacob Dotson (CRD# 6209800) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Germantown, TN and has over 4 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Charles Schwab & Company, Inc.||Germantown, TN||May 2016 - Current||1|
|Charles Schwab Bank||Germantown, TN||May 2016 - Current||1|
|Raymond James And Associate||Memphis, TN||Jun 2015 - May 2016||< 1|
|Securian Financial Services Inc.||St Paul, MN||Jun 2013 - May 2015||1|
|Minnesota Life Insurance Co||St Paul, MN||Jun 2013 - May 2015||1|
|Shoemaker Financial||Germantown, TN||Jun 2013 - May 2015||1|
|Mail & More Ship Center||Union City, TN||Aug 2008 - Aug 2013||5|
|University Of Tennessee At Martin||Martin, TN||Aug 2007 - May 2012||4|
|Texas Gas Transmission Pipeline||Kenton, TN||May 2008 - Aug 2009||1|
|Gibson County High School||Dyer, TN||Jun 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
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, MA, 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
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