Jake William Romeo
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Apr 2019 to now
- Fidelity Information ServicesDec 2018 to Mar 2019
- Dillards Inc.Sep 2017 to Dec 2018
- University of Central FloridaAug 2017 to Dec 2021
- J.R. Apparel LLCApr 2017 to Sep 2018
- Texas RoadhouseAug 2016 to Jun 2017
- Oviedo High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7096480
- Firm CRD
- 5393