Jess Carr (CRD# 6834116) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naperville, IL and has over 5 years of experience in the finance industry.
CRD# 5967528
Cetera Investment Advisers LLC
CRD# 2166328
Brookstone Capital Management LLC
CRD# 6117375
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Naperville, IL | May 2019 - Current | 5 |
| Charles Schwab & Company, Inc. | Naperville, IL | Jul 2017 - Current | 6 |
| Northern Trust | Chicago, IL | Mar 2017 - Jun 2017 | < 1 |
| Insomnia Cookies | Chicago, IL | May 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- IL
-
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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