Jeffrey Michael Warner
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJun 2024 to now
- Charles Schwab & Co., Inc.Jan 2024 to now
- Bbi LogisticsMay 2023 to Dec 2023
- Fidelity InvestmentsMay 2022 to May 2023
- Fairfield Medical CenterNov 2021 to Apr 2022
- Ohio State University Wexner Medical CenterAug 2021 to Nov 2021
- Charles Schwab & Co., Inc.Aug 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6691737
- Firm CRD
- 5393