Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Dean Kraus is a financial advisor registered with Schwab Wealth Advisory, Inc. and has been in the industry since April 4, 2024. Jake Kraus is licensed to provide investment advice in Colorado and has a Series 66, Series 7TO and SIE license. Jake Kraus is currently registered with 51 states and territories, and Schwab Wealth Advisory, Inc. is a registered investment adviser with the SEC, and has offices in Colorado, Texas, and other states. Jake Kraus can provide financial advice and services to a broad range of clients including individuals and businesses.
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
CO
05/06/2024 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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