Connor Lee Jacobs
Investment adviser representative at Charles Schwab Investment Management, Inc
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.7TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Charles Schwab Investment Management, Inc.May 2023 to now
- Charles Schwab & Co., Inc.Sep 2021 to May 2023
- Charles Schwab Investment Management, Inc.Jan 2020 to Sep 2021
- Charles Schwab Investment Advisory, Inc.Jun 2019 to Dec 2019
- Charles Schwab & Co., IncAug 2016 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 6691632
- Firm CRD
- 106753