Jacob Khairallah
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2025 to now
- Charles Schwab & Co., Inc.Aug 2021 to now
- N/aJan 2021 to Aug 2021
- Drost Kivlahan Mcmahon & O'connor LLCAug 2020 to Jan 2021
- N/aAug 2019 to Aug 2020
- Hilton Hotels & ResortsJun 2019 to Aug 2019
- N/aAug 2018 to Jun 2019
- Doubletree By HiltonJul 2018 to Aug 2018
- Hilton Hotels & ResortsAug 2017 to Aug 2017
- N/aFeb 2017 to Jul 2018
- Carson Pirie Scott & CoSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7421003
- Firm CRD
- 159035