Jacob StoddardCRD 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.
Planmember Securities Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lincoln Financial Advisors Corporation
|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|
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, 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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