Jacob Eunice

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:

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

Current Employers

Employment History

• 12/2016 → 10/2018
  Wells Fargo Bank, Na
  Pueblo, CO
• 11/2018 → 07/2019
  Wells Fargo Clearing Services, Llc
  Pueblo, CO
• 09/2016 → 12/2016
  Unemployed
  Pueblo, CO
• 01/2020 → 06/2021
  T Rowe Price
  Colorado Springs, CO
• 07/2019 → 11/2019
  Federal Aviation Administration
  Oklahoma City, OK
• 11/2019 → 01/2020
  Unemployed
  Pueblo West, CO
• 07/2021 → 06/2022
  Stifel Nicolaus & Co Inc
  Colorado Springs, CO
• 09/2021 → 06/2022
  Raymond James & Associates, Inc.
  Colorado Springs, CO
• 06/2022 → 09/2022
  Unemployed
  Colorado Springs, CO
• 09/2022 → 05/2024
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 05/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 05/2024 → 04/2026
  Charles Schwab Investment Management
  Lone Tree, CO
• 04/2026 → Present
  Schwab Wealth Advisory, Inc
  Lone Tree, CO
• 04/2026 → Present
  Charles Schwab & Co, Inc
  Lone Tree, CO

Previous Registrations

• 2013-10-24 → 2015-03-19
  Valic Financial Advisors, Inc.
  Lakewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-04-28
• S63 Uniform Securities Agent State Law Examination
  2019-02-28

Other Names

• Jacob Tyler Eunice
• Jacob Eunice