Jacob Matthew Weber

Employer firm

Willow Creek Wealth Management, Inc. CRD 109240

$2.30B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 08/2017
  Charles Schwab & Co., Inc.
  Campbell, CA
• 01/2016 → 08/2017
  Charles Schwab Bank
  Campbell, CA
• 09/2017 → Present
  Willow Creek Wealth Management Inc.
  Sebastopol, CA

Previous Registrations

• 2016-03-31 → 2017-08-01
  Charles Schwab & Co., Inc.
  Campbell, CA
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-03-31
• S63 Uniform Securities Agent State Law Examination
  2014-11-17

Designations

• Certified Financial Planner