Jacob Baker (CRD# 7050720) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greensboro, NC and has over 5 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Greensboro, NC | Sep 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Greensboro, NC | Aug 2023 - Current | < 1 |
| Td Ameritrade, Inc. | Greensboro, NC | Jan 2023 - Sep 2023 | < 1 |
| Td Ameritrade Investment Management, LLC | Greensboro, NC | Jan 2023 - Sep 2023 | < 1 |
| Charles Schwab & Company, Inc. | Greensboro, NC | Sep 2021 - Jan 2023 | 1 |
| Charles Schwab Bank, Ssb | Greensboro, NC | Sep 2021 - Jan 2023 | 1 |
| Fidelity Brokerage Services LLC | Durham, NC | Dec 2018 - Jul 2021 | 2 |
| Veritude Llc / Fidelity Investments | Durham, NC | Sep 2017 - Dec 2018 | 1 |
| Bakers Tractor And Trailer Repair | Farmville, NC | Apr 2016 - Jul 2017 | 1 |
| Student | Greensboro, NC | Jul 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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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