Jeff JenCRD Number: 3107738
Current Firm: Charles Schwab & Company, Inc.
Jeff Jen (CRD# 3107738) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Charles Schwab Bank||Newport Beach, CA||Feb 2005 - Current||12|
|Charles Schwab & Company, Inc.||Newport Beach, CA||Sep 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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