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Jack Taylor Greenagel

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 5351172

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-02
CO RA APPROVED 2012-01-03
  • TX RA
    APPROVED
    Since 2020-01-02
  • CO RA
    APPROVED
    Since 2012-01-03

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Lone Tree CO 01/2008 Present
Schwab Wealth Advisory Inc Lone Tree CO 01/2012 Present
Other Businesses

JTG Realty Holdings LLC| Not Investment Related| Denver, CO| Rental Services| CEO & President| Start Date 06.23.2020| For less than 20 hrs per month, none during trading hours| The LLC will collect rent from tenants, pay bills, and perform general management operations. Goolsby Brothers and Associates, Inc.|Investment Related:No|Chemicals/Petro-Chemicals|Geologist|2022-07-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Collecting rock samples. Examining rock samples under a microscope to determine the rock formation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-04
S63 Uniform Securities Agent State Law Examination 2008-05-30
  • S66 Uniform Combined State Law Examination
    2011-01-04
  • S63 Uniform Securities Agent State Law Examination
    2008-05-30
Other Names
  • Jack T Greenagel
  • Jack Taylor Greenagle

View on SEC IAPD

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