Jacob Dotson, financial advisor Germantown TN
89 score

Jacob Dotson

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jacob W. Dotson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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