Jack Robert Messler
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- Charles Schwab Bank, SsbDec 2013 to now
- Charles Schwab & Co., Inc.Jun 2021 to Aug 2021
- Home Depot Inc.Jun 2020 to Aug 2020
- University of Colorado At BoulderAug 2018 to May 2022
- Evergreen Country Day SchoolMay 2018 to Aug 2018
- Full-time EducationAug 2017 to Jun 2018
- State FarmMay 2017 to Aug 2017
- Full-time EducationJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7561557
- Firm CRD
- 5393