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Connor Lee Jacobs

Charles Schwab Investment Management, Inc.

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About Connor Lee Jacobs

Connor Jacobs is a financial advisor at Charles Schwab Investment Management, Inc. Connor has been in the industry for more than 7 years. Connor has experience with a variety of investment products, including stocks, bonds, mutual funds, and ETFs. Connor is a Chartered Financial Analyst (CFA) and is registered with the state of Colorado. Connor has a strong track record of helping clients achieve their financial goals. Connor is committed to providing personalized financial advice to help you reach your goals.

Firm Information

Connor Jacobs is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Costs

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Connor Jacobs’s Registration & Firm History

CO

06/01/2023 - Present

Charles Schwab Investment Management, Inc. (Lone Tree CO)

CO

02/23/2022 - 06/05/2023

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

09/07/2016 - 06/19/2019

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Lee Jacobs.
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