Jacob Eunice
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co, IncApr 2026 to now
- Charles Schwab Investment ManagementMay 2024 to Apr 2026
- Osaic Wealth, Inc.Sep 2023 to May 2024
- Sagepoint Financial, Inc.Sep 2022 to May 2024
- UnemployedJun 2022 to Sep 2022
- Raymond James & Associates, Inc.Sep 2021 to Jun 2022
- Stifel Nicolaus & Co IncJul 2021 to Jun 2022
- T Rowe PriceJan 2020 to Jun 2021
- UnemployedNov 2019 to Jan 2020
- Federal Aviation AdministrationJul 2019 to Nov 2019
- Wells Fargo Clearing Services, LLCNov 2018 to Jul 2019
- Wells Fargo Bank, NADec 2016 to Oct 2018
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6132732
- Firm CRD
- 159035