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Carter Jacob Feltner

Charles Schwab & Co., Inc.

Winter Park, FL

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-23
FL RA APPROVED 2020-10-19
  • TX RA
    APPROVED_RES
    Since 2021-03-23
  • FL RA
    APPROVED
    Since 2020-10-19

Branch Locations

633 N Orlando Ave., Winter Park, FL 32789 • United States

420 South Orange Avenue, Orlando, FL 32801-3323 • 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. Orlando FL 05/2008 Present
Noize Complaint Productions, Llc Orlando FL 09/2014 03/2019
Schwab Private Client Investment Advisory, Inc. Orlando FL 06/2020 07/2020
Charles Schwab Bank, Ssb Orlando FL 07/2020 Present
  • 05/2008 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2014 → 03/2019
    Noize Complaint Productions, Llc
    Orlando, FL
  • 06/2020 → 07/2020
    Schwab Private Client Investment Advisory, Inc.
    Orlando, FL
  • 07/2020 → Present
    Charles Schwab Bank, Ssb
    Orlando, FL
Previous Registrations
Other Businesses

Rental Property, Owner/landlord, Orlando, FL. start date 04/01/2019, less per month less than 20.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-25
S63 Uniform Securities Agent State Law Examination 2012-01-23
  • S66 Uniform Combined State Law Examination
    2012-09-25
  • S63 Uniform Securities Agent State Law Examination
    2012-01-23
Other Names
  • Jake Feltner

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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