Jacob William Lundy
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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 Bank, SsbJul 2023 to now
- Charles Schwab & Co., Inc.Feb 2022 to now
- TD AmeritradeAug 2021 to Jun 2024
- Renaissance Senior LivingNov 2020 to Feb 2021
- P.F. Chang'sMay 2019 to Aug 2021
- La Tazza FrescaDec 2018 to May 2019
- University of Texas At AustinAug 2017 to Aug 2021
- The North FaceOct 2016 to Jan 2018
- Allen High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7421307
- Firm CRD
- 5393