Jennifer DoakCRD Number: 5454850
Current Firm: Charles Schwab & Company, Inc.
Jennifer Doak (CRD# 5454850) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saint Petersburg, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Charles Schwab Bank||Sarasota, FL||Nov 2010 - Current||6|
|Charles Schwab & Company, Inc.||Sarasota, FL||Apr 2009 - Current||8|
|Schwab Retirement Plan Services, Inc.||Richfield, OH||Nov 2007 - Apr 2009||1|
|Key Bank||Columbus, OH||Sep 2006 - Aug 2007||< 1|
|Student||Columbus, OH||Feb 2006 - Sep 2006||< 1|
|Target||Columbus, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
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