Jacob Levi Pope
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab BankMay 2026 to now
- Charles Schwab Premier BankMay 2026 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- Department of Health and Human ServicesJun 2020 to now
- TD AmeritradeAug 2022 to Apr 2023
- Catch IntelligenceJan 2022 to Mar 2022
- University of Nebraska LincolnMay 2021 to Jul 2021
- Prc Custom ResearchJan 2021 to Mar 2021
- Full-time EducationAug 2019 to Aug 2022
- College StudentAug 2019 to Jul 2022
- United States NavyAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7597751
- Firm CRD
- 5393