Jacob Craig Swiatek

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:

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

Current Employers

Employment History

• 10/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2015 → 01/2019
  Car Toys Inc.
  Greeley, CO
• 08/2014 → 05/2018
  University Of Colorado
  Boulder, CO
• 12/2019 → 10/2020
  Car Toys, Inc.
  Greeley, CO
• 01/2019 → 12/2019
  Self-Employed Handyman
  Greeley, CO
• 03/2023 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Other Businesses

1) The Subie Doctor | Investment Related:No|6445 Downing St|Denver|Colorado|80229|United States|Automotive Repair Services|Owner/manager|1/23/2023|20-40|0|In this position I would NOT be involved in the day to day operations. I would be involved in direction, advertising and helping manage and increase sales. 2) Highlands Ranch Recreation Center|Investment Related:No|9650 Foothills Canyon Blvd;Highlands Ranch;Colorado;80129;USA|Life guarding a swimming pool|Lifeguard|2025-05-19|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Serve as a lifeguard for Highlands Ranch Recreation Center

Exams

• S66 Uniform Combined State Law Examination
  2023-07-05
• S63 Uniform Securities Agent State Law Examination
  2021-10-01

Other Names

• Jacob Craig Swiatek