Jacob MontemayorCRD Number: 5934788
Current Firm: Charles Schwab & Company, Inc.
Jacob Montemayor (CRD# 5934788) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Charles Schwab & Company, Inc.||San Antonio, TX||Jan 2013 - Current||4|
|Charles Schwab Bank||San Antonio, TX||Jan 2013 - Current||4|
|Lonestar National Bank||Mcallen, TX||Aug 2012 - Dec 2012||< 1|
|Northwood University||Cedar Hill, TX||May 2012 - Aug 2012||< 1|
|Northwood University||Cedar Hill, TX||Aug 2008 - May 2012||3|
|A.c.t. R.g.v.||Mcallen, TX||Feb 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
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