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Jeffrey Thomas Space

Charles Schwab & Co., Inc.

Bedford, NH

CRD 4451178

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-07-20
  • NH RA
    APPROVED
    Since 2023-07-20

Branch Locations

10 Main Street, Bedford, NH 03110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 02/2004 06/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2023
Charles Schwab & Co, Inc Manchester NH 07/2023 Present
Charles Schwab Bank, Ssb Manchester NH 07/2023 Present
  • 02/2004 → 06/2023
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 06/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2023 → Present
    Charles Schwab & Co, Inc
    Manchester, NH
  • 07/2023 → Present
    Charles Schwab Bank, Ssb
    Manchester, NH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-27
  • S66 Uniform Combined State Law Examination
    2001-11-27
Other Names
  • Jeff Space

View on SEC IAPD

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