Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Taylor Brooksher is a financial advisor registered with Schwab Wealth Advisory, Inc. Jarrod has been working in the financial services industry since 2016. Jarrod is also registered with the state of California as an investment advisor representative. Jarrod is a Certified Financial Planner. Jarrod is licensed to provide financial advice in 20 states. Jarrod also maintains a rental property in Hesperia, 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.
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.
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2
CA
07/22/2022 - Present
Schwab Wealth Advisory, Inc. (San Diego CA)
UT
06/29/2021 - 05/12/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
06/14/2016 - 04/12/2021
CHARLES SCHWAB & CO., INC. (San Diego CA)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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