Richard Jacobsen, financial advisor Pasadena CA
90 score

Richard Jacobsen

CRD Number: 6002535
Current Firm: Charles Schwab & Company, Inc.

Richard Jacobsen (CRD# 6002535) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pasadena, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Pasadena, CA Sep 2013 - Current 4
Charles Schwab & Company, Inc. Pasadena, CA Nov 2011 - Current 6
Communications Capital Group San Diego, CA Jul 2011 - Oct 2011 < 1
Cbeyond San Diego, CA Jun 2011 - Jul 2011 < 1
Student Tempe, AZ Jan 2011 - May 2011 < 1
Sand Capital LLC Scottsdale, AZ Aug 2010 - Dec 2010 < 1
Student Tempe, AZ Oct 2009 - Jul 2010 < 1
Desert Sportsman Company Scottsdale, AZ Jun 2009 - Sep 2009 < 1
Student Tempe, AZ Jun 2007 - May 2009 1
Student Littleton, CO Apr 2002 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Richard K. Jacobsen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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