Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamar? Claim Your ProfileJamar Cokley is a financial advisor with Charles Schwab & Co., Inc. in Newport Beach, CA. Jamar has been in the financial services industry since 2005 and has experience working with several financial institutions. He has a wide range of certifications including Series 7, Series 9, Series 10, Series 63 and Series 66. Jamar currently holds active registrations in California and Texas. In addition to offering financial planning services, Jamar also acts as a wrap fee program sponsor and provides referrals for financial planning services.
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
CA
12/13/2022 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
CA
07/16/2019 - 07/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
CA
01/04/2019 - 06/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IRVINE CA)
NY
06/14/2012 - 03/02/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WHITE PLAINS NY)
NY
07/17/2006 - 03/28/2012
TD AMERITRADE, INC. (FOREST HILLS NY)
NY
08/16/2005 - 07/24/2006
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
FL
11/11/2003 - 07/27/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
02/10/2003 - 11/25/2003
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
BOTH
Issued 12/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jamar Cokley is the right advisor for you? Invested Better is here to help.
