Jacob Robert Schreck
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
Are you Jacob Robert Schreck? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Carnegie Private WealthSep 2024 to Dec 2024
- Muckenthaler Lawn and LandscapeJun 2022 to Sep 2022
- Queens University of CharlotteAug 2021 to May 2025
- Park Hill High SchoolAug 2017 to May 2021
- UnemployedJan 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7982217
- Firm CRD
- 11025