Jacob Ronald Montemayor

Employer firm

Empirical Wealth Management CRD 152622

$8.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2021
  Charles Schwab & Co., Inc.
  Oklahoma City, OK
• 01/2013 → 12/2021
  Charles Schwab Bank Ssb
  Oklahoma City, OK
• 01/2022 → 05/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2018 → 08/2020
  University Of Oklahoma
  Oklahoma City, OK
• 05/2022 → 07/2023
  The Vanguard Group, Inc.
  Plano, TX
• 06/2024 → Present
  Empirical Wealth Management
  Fort Worth, TX
• 07/2023 → 05/2024
  Not Employed
  Mckinney, TX

Previous Registrations

• 2022-02-15 → 2023-07-25
  Vanguard Advisers, Inc.
  Malvern, PA
  Plano, TX
• 2013-07-30 → 2021-12-23
  Charles Schwab & Co., Inc.
  Dallas, TX
  San Antonio, TX
  Oklahoma City, OK
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2013-07-29

Designations

• Certified Financial Planner

Other Names

• Jacob Ronald Montemayor
• Jake Ronald Montemayor
• Jacob Montemayor