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Jacob Steven Baker

Charles Schwab & Co., Inc.

Austin, TX

CRD 7303292

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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 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Charles Schwab & Co., Inc. Austin TX 10/2020 Present
Ibc Mortgage Austin TX 06/2017 08/2017
Pepperdine University Malibu CA 08/2015 04/2018
Pepperdine University Malibu CA 08/2014 07/2018
Texas Health And Human Service Austin TX 05/2019 10/2020
Insight Global Austin TX 08/2018 02/2019
  • 10/2020 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 06/2017 → 08/2017
    Ibc Mortgage
    Austin, TX
  • 08/2015 → 04/2018
    Pepperdine University
    Malibu, CA
  • 08/2014 → 07/2018
    Pepperdine University
    Malibu, CA
  • 05/2019 → 10/2020
    Texas Health And Human Service
    Austin, TX
  • 08/2018 → 02/2019
    Insight Global
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2021-09-17
Other Names
  • Jacob Baker

View on SEC IAPD

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