Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Weber is a financial advisor with Willow Creek Wealth Management, Inc. Jacob has been in the industry since 2014 and is a Certified Financial Planner. Jacob's experience includes working for CHARLES SCHWAB & CO., INC. and Charles Schwab Bank. Jacob is registered with the state of California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/02/2019 - Present
Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)
CA
11/11/2014 - 08/01/2017
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
BOTH
Issued 03/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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