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Jacob Judah Smith

Charles Schwab & CO., Inc.

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About Jacob Judah Smith

Jacob Judah Smith is a financial advisor who has been in the industry since 2016. Jacob has a strong background in the financial services industry, having previously worked at USAA Financial Advisors, Inc. Jacob is currently registered with Charles Schwab & Co., Inc. and holds Series 4, 63, 7, 9, 10, and SIE licenses. Jacob is also a Registered Options Principal. Jacob is located in Lone Tree, CO and has a proven track record of success in providing financial advice to clients.

Firm Information

Jacob Smith 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 Smith’s Registration & Firm History

CO

05/23/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

09/29/2016 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 10/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2023

Series 4 - Registered Options Principal Examination

BC

Issued 02/23/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/17/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2016

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 Judah Smith.
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