Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Matthew Poindexter is a financial advisor registered with Charles Schwab & CO., Inc. Jacob has been in the financial industry since August 2018. Jacob has earned the Series 66, Series 7, and SIE licenses. Previously, Jacob worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob specializes in Financial Planning services. Jacob's current office is located in Westlake, TX. Jacob has a total of 17 years of experience in the financial industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
04/03/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
05/17/2018 - 12/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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