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Jeremy Michael Glass

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 5485711

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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
CO RA APPROVED 2024-08-07
TX RA APPROVED 2022-02-04
IN RA APPROVED 2016-04-22
  • CO RA
    APPROVED
    Since 2024-08-07
  • TX RA
    APPROVED
    Since 2022-02-04
  • IN RA
    APPROVED
    Since 2016-04-22

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
Schwab Wealth Advisory Inc Indianapolis IN 04/2016 Present
Charles Schwab & Co.,Inc Indianapolis IN 04/2016 Present
Previous Registrations
Other Businesses

Real Estate/Property Management | not investment related | Avon, Indiana | start date 10/01/2014 | landlord, rental property | less than 20 hours | none during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-04
S63 Uniform Securities Agent State Law Examination 2009-11-23
  • S66 Uniform Combined State Law Examination
    2010-02-04
  • S63 Uniform Securities Agent State Law Examination
    2009-11-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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