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Jeffrey Beck

Charles Schwab & Co., Inc.

Westlake, TX

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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 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
E*Trade Securities Llc Dallas TX 10/2018 08/2019
E*Trade Capital Management Llc Dallas TX 10/2018 08/2019
Td Ameritrade Fort Worth TX 10/2012 09/2018
Personal Capital Advisors Dallas TX 08/2020 05/2022
Unemployed Grapevine TX 08/2019 08/2020
The Vanguard Group, Inc. Plano TX 05/2022 04/2025
Charles Schwab & Co. Inc. Westlake TX 04/2025 Present
Charles Schwab Bank, Ssb Westlake TX 04/2025 Present
  • 10/2018 → 08/2019
    E*Trade Securities Llc
    Dallas, TX
  • 10/2018 → 08/2019
    E*Trade Capital Management Llc
    Dallas, TX
  • 10/2012 → 09/2018
    Td Ameritrade
    Fort Worth, TX
  • 08/2020 → 05/2022
    Personal Capital Advisors
    Dallas, TX
  • 08/2019 → 08/2020
    Unemployed
    Grapevine, TX
  • 05/2022 → 04/2025
    The Vanguard Group, Inc.
    Plano, TX
  • 04/2025 → Present
    Charles Schwab & Co. Inc.
    Westlake, TX
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2022-06-03 → 2025-05-15
    Vanguard Advisers, Inc.
    Plano, TX
  • 2020-08-20 → 2022-05-13
    Personal Capital Advisors Corporation
    Dallas, TX
  • 2018-10-22 → 2019-08-21
    Harrisdirect Llc
    Dallas, TX
    Arlington, VA
  • 2015-03-09 → 2018-09-07
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
  • 2015-03-09 → 2018-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-27
S66 Uniform Combined State Law Examination 2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-27
  • S66 Uniform Combined State Law Examination
    2015-03-06
Designations
Other Names
  • Jeff Beck
  • Jeffrey Beck
  • Jeff F Beck
  • Jeffrey Francis Beck

View on SEC IAPD

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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