Jamie Katherine Obrien
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Charles Schwab Bank, SsbJun 2025 to now
- Charles Schwab & Co., Inc.Sep 2024 to now
- Loomis Sayles/daley and AssociatesSep 2023 to Sep 2024
- UnemployedJun 2023 to Aug 2023
- Full Time EducationAug 2019 to May 2023
- Marylou's CoffeeJun 2017 to Aug 2021
- UnemployedJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7581884
- Firm CRD
- 5393