Kraig Antonio Jackson
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jul 2025 to now
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Sep 2021 to Jul 2025
- PNC Investments, LLCMar 2018 to Sep 2021
- Bank of America, N.A.Jul 2017 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Feb 2018
- Full Time EducationJan 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (GA, NC, SC, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5526484
- Firm CRD
- 159035