Jesse RendaCRD Number: 7092976
Current Firm: Charles Schwab Investment Management, Inc.
Jesse Renda (CRD# 7092976) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Charles Schwab Investment Advisory||Naples, FL||Jul 2020 - Current||2|
|Wasmer Schroeder||Naples, FL||Jul 2019 - Jul 2020||1|
|Wasmer, Schroeder & Company, LLC||Naples, FL||Aug 2018 - Jun 2019||< 1|
|Noodles Italian Cafe & Sushi Bar||Naples, FL||Dec 2015 - Aug 2018||2|
|Tavern West||Naples, FL||Apr 2014 - Dec 2015||1|
|Truly Organic Pizza||Naples, FL||Apr 2012 - Mar 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management700,818MILLIONS
Total Number of Accounts250,485ACCOUNTS
Average Account Value$2,797,845
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, WY
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