Christopher Jacobs (CRD# 2443589) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Spokane, WA and has over 30 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Spokane, WA | Apr 2018 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Spokane, WA | Nov 2016 - Apr 2018 | 1 |
| Wells Fargo Advisors, LLC | Spokane, WA | Jun 2016 - Nov 2016 | < 1 |
| Morgan Stanley Smith Barney | Spokane, WA | Jun 2009 - Jun 2016 | 7 |
| Morgan Stanley & Company Incorporated | Spokane, WA | Dec 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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