Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Christopher Garcia is a financial advisor currently registered with Schwab Wealth Advisory, Inc. in Lone Tree, CO. Jacob has been in the industry for less than a year, having started his career with Charles Schwab & Co., Inc. in September 2022. Before this, Jacob was a delivery driver for DoorDash in San Francisco, CA. Jacob is registered in 51 states including Alabama, Alaska, Arizona, Arkansas, and many more. Jacob holds the Series 7TO, Series 63 and the SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
11/16/2024 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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