Jacob Joseph Helfrich
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 & Co., Inc.Aug 2023 to now
- Marion County Superior CourtsJan 2023 to Jul 2023
- Meatballs Seven LLCJul 2022 to Jan 2023
- Swarovski Na LimitedJan 2022 to Jul 2022
- Baby'sAug 2021 to Jan 2022
- Starbucks Coffee CompanyFeb 2020 to Apr 2021
- Rolling Hills Country ClubMay 2019 to Aug 2019
- Romain Cross Pointe Auto ParkJan 2016 to Jan 2017
- N/aJan 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7793007
- Firm CRD
- 5393