Hardee David Jerrels
Investment adviser representative at Charles Schwab & Co., Inc.
22 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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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
22 years in the industry.
- Charles Schwab & Co., Inc.Jun 2018 to now
- Charles Schwab Bank, SsbJun 2018 to now
- Allstate Insurance CompanyOct 2017 to May 2018
- Bfc Planning, Inc.Feb 2013 to Oct 2017
- Securities Management & ResearchFeb 2013 to Oct 2017
- Hardee David Jerrels Insurance, Inc.Jan 2007 to Nov 2018
- American National InsuranceNov 2004 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 4128571
- Firm CRD
- 5393