Jacob M Grier
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 & Co., Inc.Feb 2023 to now
- Charles Schwab Bank SsbFeb 2023 to now
- The Vanguard Group, Inc.Jun 2022 to Jan 2023
- JPMorgan Chase BankMar 2021 to Jun 2022
- Suffolk County Board of ElectionsNov 2020 to Nov 2020
- Whole Foods MarketSep 2020 to Nov 2020
- Driver DoordashAug 2020 to Sep 2020
- Hofstra UniversitySep 2019 to May 2022
- Southampton Town Democratic CommitteeSep 2017 to Jul 2020
- Cumberland FarmsMay 2017 to Jul 2017
- Suffolk Community CollegeSep 2015 to May 2019
- Center Moriches High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7559050
- Firm CRD
- 5393