Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob L. Howard is a financial advisor at Schwab Wealth Advisory, Inc. Jacob is registered with FINRA and the state of Arizona. Jacob has been a financial advisor for over 3 years. He has a Series 7, Series 63 and Series 66. Jacob is a highly experienced financial advisor with a proven track record of success. He specializes in providing financial planning and investment advice to individuals and businesses. Jacob is committed to helping his clients achieve their financial goals.
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
AZ
08/23/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 09/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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