JEFFREY SCOTT SUNDBERG is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-06-09 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-10 | 2022-05-15 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-04-24 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2003-09-12 | 2021-01-11 | — |