Jackson Oreilly, financial advisor San Mateo CA

Jackson Oreilly

CRD Number: 7032002
Current Firm: Charles Schwab & Company, Inc.

Jackson Oreilly (CRD# 7032002) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 4 years of experience in the finance industry. Jackson Oreilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank San Mateo, CA Nov 2018 - Current 5
Charles Schwab & Company, Inc. San Mateo, CA Oct 2018 - Current 5
N/a Santa Clara, CA Mar 2018 - Oct 2018 < 1
Tesla Motors Fremont, CA May 2017 - Mar 2018 < 1
N/a Santa Clara, CA Aug 2016 - May 2017 < 1
Sports Plus Day Camp Portland, OR Jun 2014 - Aug 2016 2
Santa Clara University Santa Clara, CA Sep 2015 - Jun 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jackson F. Oreilly
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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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