Unclaimed
Jacob Trent Showers is a financial advisor with Charles Schwab & Co., Inc. Jacob has been in the industry since 2012 and has a broad range of experience, Jacob holds the Series 4, 7, 9, 10, 63 and SIE licenses. Jacob has been registered with Charles Schwab & Co., Inc. since 2015. Before joining Charles Schwab & Co., Inc., Jacob worked at VANGUARD MARKETING CORPORATION and AXA ADVISORS, LLC. Jacob is currently registered to conduct business in Arizona, California, Colorado, Illinois, and New Hampshire.
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
1
2
CO
09/01/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
AZ
05/07/2013 - 07/23/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CA
07/30/2012 - 02/12/2013
AXA ADVISORS, LLC (FRESNO CA)
BC
Issued 11/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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