Jacob Stoddard, financial advisor Oxnard CA

Jacob Stoddard

CRD Number: 6768152
Current Firm: Charles Schwab & Company, Inc.

Jacob Stoddard (CRD# 6768152) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oxnard, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Oxnard, CA Apr 2018 - Current 2
Charles Schwab Bank Oxnard, CA Apr 2018 - Current 2
The Vanguard Group, Inc. Scottsdale, AZ Mar 2017 - Mar 2018 1
Newfields Environmental & Engineering, LLC Las Vegas, NV Jun 2016 - Mar 2017 < 1
San Diego State University San Diego, CA Aug 2012 - Dec 2016 4
Outback Steakhouse San Diego, CA Jul 2014 - Dec 2014 < 1
Tsi Financial Group Korea Seoul, Jun 2013 - Jul 2013 < 1
Mee Industries Irwindale, CA Jun 2012 - Aug 2012 < 1
La Salle High School Sierra Madre, CA Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jacob A. Stoddard
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, 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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