Jesse Blaise
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- Charles Schwab Bank, SsbJun 2022 to now
- Raymond James Financial Services Advisors, Inc.Oct 2021 to Jun 2022
- Raymond James Financial Services, Inc.Sep 2021 to Jun 2022
- Buckman & Corning Financial StNov 2020 to Sep 2021
- Wells Fargo Advisors Financial Network, LLCNov 2020 to Sep 2021
- Charles Schwab & Co., Inc.Jul 2018 to Nov 2020
- N/aApr 2018 to Jul 2018
- Grand Canyon UniversityJan 2017 to Apr 2018
- Hospice SanctuaryJan 2017 to Sep 2017
- Townepark ValetNov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6986291
- Firm CRD
- 5393