Jeffrey Beck
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab Bank, SsbApr 2025 to now
- The Vanguard Group, Inc.May 2022 to Apr 2025
- Personal Capital AdvisorsAug 2020 to May 2022
- UnemployedAug 2019 to Aug 2020
- E*trade Capital Management LLCOct 2018 to Aug 2019
- E*trade Securities LLCOct 2018 to Aug 2019
- TD AmeritradeOct 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6126919
- Firm CRD
- 5393