Jacob Nordquist
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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.
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.Mar 2025 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- Gen Korean BbqJul 2020 to Jan 2023
- UnemployedMar 2020 to Jul 2020
- Pk ShabuNov 2018 to Mar 2020
- Education At WorkAug 2018 to Nov 2018
- UnemployedMay 2018 to Aug 2018
- Jersey Mike'sMay 2017 to May 2018
- UnemployedApr 2017 to May 2017
- Arizona Inflatable EventsJan 2017 to Apr 2017
- Chik Fil ASep 2016 to Dec 2016
Designations
- CFP® certification
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 (AZ).
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
- 7667348
- Firm CRD
- 159035