Jakob Jenkins
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Fidelity InvestmentsAug 2023 to Feb 2024
- University of Colorado BoulderFeb 2023 to Jul 2023
- Refr SportsSep 2022 to Jan 2023
- Essex Financial ServicesMay 2022 to Aug 2022
- University of Colorado BoulderSep 2021 to Apr 2022
- Lone Tree Golf Club and Hotel, South SuburbanMay 2021 to Aug 2021
- University of Colorado BoulderSep 2020 to Apr 2021
- Home DepotApr 2020 to Aug 2020
- University of Colorado BoulderSep 2019 to Mar 2020
- Cuba Cuba SandwicheriaApr 2019 to Aug 2019
- Rock Canyon HighschoolMar 2018 to Mar 2019
- Wahoo's Fish TacoSep 2017 to Feb 2018
- Full Time EducationJan 2014 to Sep 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).
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
- 7731861
- Firm CRD
- 5393