Jeffrey Horton
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 & Co., Inc.Jan 2026 to now
- Charles Schwab BankJan 2026 to now
- Fidelity InvestmentsJul 2021 to Jan 2026
- UnemployedApr 2021 to Jun 2021
- Alku LLCAug 2020 to Mar 2021
- UnemployedApr 2020 to Jul 2020
- Squam Lakes Financial Advisors LLCSep 2019 to Dec 2019
- Toast Inc.Jul 2019 to Aug 2019
- Mulligans Tap Room & EateryJan 2019 to Mar 2020
- UnemployedJun 2018 to Jun 2019
- Plymouth State University - Student Account ServicesJan 2017 to May 2018
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7419402
- Firm CRD
- 5393