Jacob Robert-thomas Baker
Investment adviser representative at Charles Schwab & Co., Inc.
7 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
7 years in the industry.
- Charles Schwab Bank, SsbSep 2023 to now
- Charles Schwab & Co., Inc.Aug 2023 to now
- TD Ameritrade Investment Management, LLCJan 2023 to Sep 2023
- TD Ameritrade, Inc.Jan 2023 to Sep 2023
- Charles Schwab & Co., Inc.Sep 2021 to Jan 2023
- Charles Schwab Bank, SsbSep 2021 to Jan 2023
- Fidelity Brokerage Services LLCDec 2018 to Jul 2021
- Veritude LLC / Fidelity InvestmentsSep 2017 to Dec 2018
- Bakers Tractor and Trailer RepairApr 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7050720
- Firm CRD
- 5393