Jamie
Peek

Charles Schwab Investment Management, Inc

CRD#6700792
Investment Advisor
in San Francisco, CA

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About this Advisor

Jamie Peek is a financial advisor based in San Francisco, California who has 3 years of industry experience. Peek is an employee of Charles Schwab Investment Management, Inc. During their career, Peek has held roles at Wasmer, Schroeder & Company, Inc, Wasmer Schroeder and Charles Schwab Investment Managment, Inc. Peek has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Florida. Charles Schwab Investment Management, Inc is a financial advisory firm that has its headquarters in San Francisco, CA. It has offices in 158 locations and a total of 1,007 financial advisors. It manages $783 billion in assets under management among its 242,041 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 218 charities and foundations. Of its 242,041 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets. Charles Schwab Investment Management, Inc has a wide range of services, such as 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. Financial advisory fees depend on which services the firm provides the client. Fees billed by Charles Schwab Investment Management, Inc can include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

211 Main Street
San Francisco, CA 94105

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$782,620,910,160

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

1,007

CA Average: 43
Total Number of Accounts

242,041

CA Average: 3,727
Average Account Size

$3,233,423

CA Average: $2,033,427

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 been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Charles Schwab Investment Managment, Inc

2019 - 2020 (1 year)

Wasmer Schroeder

2016 - 2019 (3 years)

Wasmer, Schroeder & Company, Inc

2015 - 2016 (1 year)

Wasmer, Schroeder & Company, Inc

2012 - 2015 (3 years)

Wasmer, Schroeder & Company, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jamie Peek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Charles Schwab Investment Management, Inc

Catherine Weigel
San Francisco, CA
Michael Morin
San Francisco, CA
Brian Dixon
San Francisco, CA
Connor Murphy
San Francisco, CA
Jamie Peek
San Francisco, CA
Daniel Griffith
San Francisco, CA
Trevor Durham
San Francisco, CA
Jesse Renda
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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