Jamie
Peek
Charles Schwab Investment Management, Inc
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About this Advisor
Jamie Peek is a financial advisor based in San Francisco, California, who has 10 years of experience as a financial advisor. Peek currently works for Charles Schwab Investment Management, Inc. Throughout their career, they have worked at Wasmer, Schroeder & Company, Inc, Wasmer Schroeder and Charles Schwab Investment Managment, Inc. Peek holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida. Charles Schwab Investment Management, Inc is a company based out of San Francisco, California. It has offices in 56 locations and a total of 886 financial advisors. It manages $701 billion in total assets between its 250,485 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 214 charities and foundations. Of its 250,485 client accounts, 21% are held by high-net-worth clients who have more than $1 million in assets available to invest. Charles Schwab Investment Management, Inc performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Charles Schwab Investment Management, Inc most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jamie Peek Work History
Jamie has 10 years of experience.
Charles Schwab Investment Managment, Inc
Wasmer Schroeder
Wasmer, Schroeder & Company, Inc
Wasmer, Schroeder & Company, Inc
Wasmer, Schroeder & Company, Inc
Disclosures
Jamie Peek has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
Boston, MA
Mission Viejo, CA
San Francisco, CA
Redmond, WA
San Francisco, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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