Jacob Christopher Garcia
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Jacob Christopher Garcia? Claim your profile
Contact this firm
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.Oct 2024 to now
- Charles Schwab & Co., Inc.Sep 2022 to now
- DoordashApr 2021 to now
- Jimmy John'sOct 2021 to Jun 2022
- Seven Dimensions Behavioral HealthJul 2021 to Sep 2021
- Lifespan Case Management, LLCJan 2021 to May 2021
- Florida Department of JuvenileSep 2019 to Feb 2020
- Cvs PharmacyAug 2018 to Sep 2019
- Florida State UniversityMay 2017 to Apr 2021
- WalmartAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7581451
- Firm CRD
- 159035