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Jacob Matthew Weber

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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Current Employers
Willow Creek Wealth Management, Inc.

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-02
  • CA RA
    APPROVED
    Since 2019-05-02

Branch Locations

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Campbell CA 08/2014 08/2017
Charles Schwab Bank Campbell CA 01/2016 08/2017
Willow Creek Wealth Management Inc. Sebastopol CA 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-31
S63 Uniform Securities Agent State Law Examination 2014-11-17
  • S66 Uniform Combined State Law Examination
    2016-03-31
  • S63 Uniform Securities Agent State Law Examination
    2014-11-17
Designations

View on SEC IAPD

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