Jacob
Land

Schwab Private Client Investment Advisory, Inc

CRD#6252113
Investment Advisor
in Orlando, FL
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About this Advisor

Jacob Land is a certified financial planner who is based in Orlando, Florida. Currently a registered financial advisor at Schwab Private Client Investment Advisory, Inc, they have accumulated 12 years of practice in the financial advisory industry. Land has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Land is able to operate based out of Florida. Over the course of their career, they have held roles at Schwab Private Client Investment Advisory, Inc, Charles Schwab & Co., Inc, Cash & Associates, P.A, Department Of Homeland Security; Customs And Border Protection, Dillard'S Department Store and Suwannee Lumber Company. Schwab Private Client Investment Advisory, Inc is headquartered in Orlando, Florida, and operates out of 10 other brick-and-mortar locations in the United States. Overall, Schwab Private Client Investment Advisory, Inc manages $90 billion in assets dispersed across 108,791 client accounts and retains more than 598 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. Currently 66% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Schwab Private Client Investment Advisory, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jacob Land Work History

Jacob has 12 years of experience.

2018 - Present (1 years)

Schwab Private Client Investment Advisory, Inc

2015 - Present (4 years)

Charles Schwab & Co., Inc

2013 - 2015 (2 years)

Cash & Associates, P.A

2011 - 2013 (2 years)

Department Of Homeland Security; Customs And Border Protection

2010 - 2010 (0 years)

Dillard'S Department Store

2006 - 2010 (4 years)

Suwannee Lumber Company

Disclosures

Jacob Land has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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