Jean Arntz, financial advisor Honolulu HI

Jean Arntz

CRD Number: 2299677
Current Firm: Charles Schwab & Company, Inc.

Jean Arntz (CRD# 2299677) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Honolulu, HI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Honolulu, HI Jan 2022 - Current 2
Td Ameritrade, Inc. Honolulu, HI Nov 1997 - Current 26
Td Ameritrade Investment Management, LLC Honolulu, HI Jan 2011 - Sep 2023 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S66 NASAA Uniform Combined State Law Examination Jun 2003
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jean T. Arntz
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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