Jacob Vigneau
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Mar 2025 to now
- Charles Schwab Bank SsbMar 2025 to now
- Allspring Funds Distributor, LLCNov 2021 to Mar 2025
- Wells Fargo Funds Distributor, LLCMay 2021 to Oct 2021
- Amundi Pioneer Asset Management, Inc.Aug 2020 to May 2021
- Allianz Global Investors Distributors LLCOct 2018 to Aug 2020
- Allianz Global Investors US LLCOct 2018 to Aug 2020
- Ameriprise Financial Services, Inc.Oct 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6657429
- Firm CRD
- 5393