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Jacob J Spaeth

Charles Schwab & CO., Inc.

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About Jacob J Spaeth

Jacob Spaeth is a financial advisor with Charles Schwab & Co., Inc. Jacob has been in the industry since 2018, and is licensed in multiple states. He is a Certified Financial Planner™ and holds the Series 63, 66 and 7 licenses, as well as the SIE. Jacob is a dedicated professional who is committed to helping clients achieve their financial goals. Jacob has experience working with individuals, families, and businesses. He provides a variety of services, including financial planning, investment management, and retirement planning. Jacob is passionate about helping clients understand their financial options and make informed decisions. Jacob has a bachelor's degree in Finance from the University of Arizona.

Firm Information

Jacob Spaeth is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jacob Spaeth’s Registration & Firm History

AZ

05/20/2019 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 05/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jacob J Spaeth.
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