Last Updated: January 2026 — Westlake, TX
Here’s what you need to know about Westlake, Texas, stockbroker Jacob Matthew Poindexter:
- Name:Jacob Matthew Poindexter
- Alias: Jacob Poindexter, Jake Poindexter
- Current Employer: Charles Schwab & Co., Inc.
- Prior Firms:
- Merrill Lynch, Pierce, Fenner & Smith Incorporated (Fresno, CA) — 05/2018 to 12/2019
- Other Business Affiliations: None reported
- CRD Number: 6927510
- Stockbroker / Financial Advisor: Yes
- Can Broker be Sued in FINRA: Yes
- Sanctioned by Securities Regulators: No
- Current Customer Dispute Seeks Total Damages of: $59,483
If you’ve sustained damages from Mr. Poindexter, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Jake Poindexter As Your Stockbroker?
- Pending FINRA Arbitration:
- Filed:December 2025
- Forum:FINRA Arbitration
- Case No.:25-02647
- Allegations:The customer alleges that in April 2025, Poindexter provided inaccurate information and omitted material facts that impaired the customer’s ability to make an informed decision regarding an index option transaction.
- Alleged Damages:$59,483.28
Allegations of Broker Misconduct Against Jake Poindexter
- Misrepresentation / Omission of Material Facts
- Unsuitable or Improper Options Recommendation
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Jake Poindexter, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.