Best Investors Account Sign in

Jeffrey Del Layne

Charles Schwab & Co., Inc.

Cincinnati, OH

Miamisburg, OH

CRD 3120856

Claim This Profile
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
TX RA APPROVED_RES 2020-01-06
OH RA APPROVED 2003-01-14
  • TX RA
    APPROVED_RES
    Since 2020-01-06
  • OH RA
    APPROVED
    Since 2003-01-14

Branch Locations

7835 Kenwood Road, Cincinnati, OH 45236 • United States

9668 N. Springboro Pike, Miamisburg, OH 45342-5077 • 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. Miamisburg OH 08/2002 Present
Charles Schwab Bank Miamisburg OH 02/2005 Present
Aerials Athletics Llc New Vienna OH 06/2004 01/2019
  • 08/2002 → Present
    Charles Schwab & Co., Inc.
    Miamisburg, OH
  • 02/2005 → Present
    Charles Schwab Bank
    Miamisburg, OH
  • 06/2004 → 01/2019
    Aerials Athletics Llc
    New Vienna, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-27
S63 Uniform Securities Agent State Law Examination 1998-10-20
  • S65 Uniform Investment Adviser Law Examination
    1998-10-27
  • S63 Uniform Securities Agent State Law Examination
    1998-10-20
Other Names
  • Jd Layne
  • Jeff Layne

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor