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Jack Wilson Salisbury

Charles Schwab & Co., Inc.

Houston, TX

CRD 6652139

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-12
  • TX RA
    APPROVED
    Since 2019-08-12

Branch Locations

947 Gessner Road Suite A260, Houston, TX 77024-2501 • 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
Fidelity Brokerage Services, Llc. Westlake TX 05/2016 03/2018
Charles Schwab & Co., Inc. Houston TX 04/2018 Present
Charles Schwab Bank, Ssb Houston TX 04/2018 Present
  • 05/2016 → 03/2018
    Fidelity Brokerage Services, Llc.
    Westlake, TX
  • 04/2018 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 04/2018 → Present
    Charles Schwab Bank, Ssb
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-12
S63 Uniform Securities Agent State Law Examination 2016-07-21
  • S66 Uniform Combined State Law Examination
    2019-08-12
  • S63 Uniform Securities Agent State Law Examination
    2016-07-21
Other Names
  • Jack Wilson Salisbury
  • Jack Salisbury

View on SEC IAPD

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