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Jeffrey A Mazzanti

Charles Schwab & CO., Inc.

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About Jeffrey A Mazzanti

Jeffrey Mazzanti is a financial professional with over 17 years of experience in the industry. Jeffrey is currently registered with Charles Schwab & Co., Inc. in San Francisco, California and has been with the firm since May 2012. Previously, Jeffrey was employed with VANGUARD MARKETING CORPORATION in Scottsdale, Arizona from September 2005 to January 2012. Jeffrey holds the Series 6, 7, and 63 licenses as well as the SIE. Jeffrey is a highly experienced financial professional with a proven track record of success.

Firm Information

Jeffrey Mazzanti is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jeffrey Mazzanti’s Registration & Firm History

CA

05/22/2012 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

AZ

09/05/2005 - 01/05/2012

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 08/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for Jeffrey A Mazzanti. Review regulatory record here.
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