Unclaimed
Jerod Bryce Pincomb is a financial advisor at Charles Schwab & Co., Inc. Jerod is a registered representative in Colorado and has been in the financial services industry since April 2006. Jerod holds the Series 66, Series 7 and SIE exams. Jerod has been employed with Charles Schwab & Co., Inc. since September 2007. Jerod is also a member of the ICON 195 HOA Board.
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
CO
01/03/2011 - Present
Charles Schwab & CO., Inc. (Denver CO)
IA
02/07/2006 - 08/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (DAVENPORT IA)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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