Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Walker is a registered representative with Charles Schwab & CO., Inc. Jacob is licensed in 53 states and is also registered with the state of Arizona as an investment advisor representative. Jacob has been in the industry since January 2013 and has passed the Series 7, Series 63, and Series 66 exams. Jacob currently coaches baseball players online and is also the Founder of Pivot Baseball LLC.
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
AZ
07/22/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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