Jacob Derrig (CRD# 5687178) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winnetka, IL and has over 14 years of experience in the finance industry. Jacob Derrig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Winnetka, IL | Sep 2017 - Current | 6 |
| Charles Schwab Bank | Winnetka, IL | Sep 2017 - Current | 6 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Jun 2016 - Sep 2017 | 1 |
| M Holdings Securities, Inc. | Portland, OR | Feb 2016 - Jun 2016 | < 1 |
| The Madison Group | Greenwood Village, CO | Feb 2016 - Jun 2016 | < 1 |
| The Madison Group, Inc. | Greenwood Village, CA | Feb 2016 - Jun 2016 | < 1 |
| Ts Capital, LLC | Boston, MA | May 2015 - Feb 2016 | < 1 |
| Tsc Distributors, LLC | Boston, MA | Apr 2015 - Feb 2016 | < 1 |
| Jackson National Life Distributors LLC | Denver, CO | Jul 2009 - Mar 2015 | 5 |
| Jackson National | Denver, CO | Jun 2009 - Feb 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- IL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
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