Jake Whitman dylan Anderson
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., IncOct 2009 to now
- Charles Schwab Bank, SsbJun 2019 to Dec 2025
- Schwab Private Client Investment Advisory, Inc.Jul 2012 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5724360
- Firm CRD
- 159035