Lindsay Jakubowski, financial advisor Westlake OH

Lindsay Jakubowski

CRD Number: 6613403
Current Firm: Charles Schwab & Company, Inc.

Lindsay Jakubowski (CRD# 6613403) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, OH Oct 2019 - Current 2
Charles Schwab Bank Westlake, OH Oct 2019 - Current 2
Robert W. Baird Akron, OH Nov 2017 - Oct 2019 1
Blue Technologies Cleveland, OH Oct 2016 - Nov 2017 1
Cleveland State University Cleveland, OH Aug 2013 - May 2017 3
Robert W. Baird Akron, OH Feb 2016 - Aug 2016 < 1
Unemployed Brunswick, OH Oct 2014 - Feb 2016 1
Z Wireless (verizon) Middleburg Heights, OH Jun 2014 - Oct 2014 < 1
Jcpenney Strongsville, OH Oct 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Lindsay Jakubowski
Phone Number: 415-667-7000
Registered State(s):
  • OH
  • TX
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, 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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