Jacob March Schaefer

Current Employers

Employment History

• 05/2016 → 03/2018
  Pnc Bank
  Cleveland, OH
• 03/2018 → 05/2019
  Pnc Investments
  Pittsburgh, PA
• 06/2019 → 11/2019
  Key Investment Services Llc
  Brooklyn, OH
• 11/2019 → 01/2021
  Citizens Securities, Inc.
  Lakewood, OH
• 02/2021 → 08/2022
  Pnc Investments
  Cleveland, OH
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2022 → Present
  Commonwealth Capital Management, Llc
  Louisville, KY
• 04/2023 → 12/2025
  S&N Real Estate
  Solon, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-09 → 2022-08-09
  Pnc Wealth Management Llc
  N. Ridgeville, OH
  Cleveland, OH
  Rocky River, OH
  Bay Village, OH
  Lakewood, OH
  Rocky River, OH
• 2019-11-26 → 2021-01-26
  Citizens Securities, Inc.
  Fairlawn, OH
  Westlake, OH
  Lakewood, OH
  Cleveland, OH
  Toledo, OH
  Lakewood, OH
• 2019-06-18 → 2019-12-02
  Key Investment Services Llc
  Brooklyn, OH
  Brooklyn, OH
  Brooklyn, OH
• 2016-06-28 → 2019-05-30
  Pnc Wealth Management Llc
  Cleveland, OH
  Pittsburgh, PA

Other Businesses

1. NAME OF OTHER BUSINESS: COMMONWEALTH CAPITAL MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES, WHICH INCLUDES FINANCIAL PLANNING, INVESTMENT ADVISORY, INSURANCE- FIXED AND VARIABLE. POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 07/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISOR;

Exams

• S66 Uniform Combined State Law Examination
  2016-06-28

Other Names

• Jake Schaefer