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Jayden Rolstone-Kobal

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7351856

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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
AZ RA APPROVED 2026-03-11
  • AZ RA
    APPROVED
    Since 2026-03-11

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Robinhood Financial, Llc Tempe AZ 03/2021 12/2021
Bluecross Blueshield Of Minnesota Virginia MN 09/2016 12/2020
Charles Schwab & Co., Inc. Phoenix AZ 01/2022 12/2023
J.P. Morgan Securities Llc Tempe AZ 01/2024 02/2026
Albertsons Companies, Inc. Phoenix AZ 07/2022 04/2023
University Of Wisconsin - Superior Superior WI 02/2020 05/2020
Unemployed Mesa AZ 01/2021 02/2021
Charles Schwab & Co., Inc Phoenix AZ 02/2026 Present
Charles Schwab Bank Phoenix AZ 02/2006 Present
  • 03/2021 → 12/2021
    Robinhood Financial, Llc
    Tempe, AZ
  • 09/2016 → 12/2020
    Bluecross Blueshield Of Minnesota
    Virginia, MN
  • 01/2022 → 12/2023
    Phoenix, AZ
  • 01/2024 → 02/2026
    Tempe, AZ
  • 07/2022 → 04/2023
    Albertsons Companies, Inc.
    Phoenix, AZ
  • 02/2020 → 05/2020
    University Of Wisconsin - Superior
    Superior, WI
  • 01/2021 → 02/2021
    Unemployed
    Mesa, AZ
  • 02/2026 → Present
    Phoenix, AZ
  • 02/2006 → Present
    Charles Schwab Bank
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-01
S63 Uniform Securities Agent State Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2025-02-01
  • S63 Uniform Securities Agent State Law Examination
    2023-05-16
Other Names
  • Jayden Rolstone-Kobal
  • Jayden Rolstone Kobal
  • Jayden James Rolstone-Kobal

View on SEC IAPD

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