Jacob D Buchman
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab Wealth Advisory Inc.May 2025 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- UnemployedJun 2022 to Dec 2022
- Fidelity InvestmentsSep 2021 to Sep 2022
- Wells Fargo Clearing ServicesJun 2021 to Sep 2021
- AerotekMay 2021 to Sep 2021
- University of Missouri ColumbiaMar 2021 to May 2022
- TD AmeritradeNov 2020 to May 2021
- Suntrust Now TruistJun 2019 to Nov 2020
- TruistJun 2019 to Nov 2020
- Valencia CollegeJan 2019 to Jan 2021
- InglesDec 2018 to Feb 2019
- Montreat CollegeJan 2018 to Dec 2018
- C4 ConnectionsNov 2017 to Dec 2017
- Chciken Salad ChickMar 2017 to Oct 2017
- PublixFeb 2016 to Feb 2017
- Lake Nona HighschoolJan 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7311685
- Firm CRD
- 159035