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Jacob David Shelton

Charles Schwab & Co., Inc.

Naples, FL

Naples, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-24
FL RA APPROVED 2023-08-03
  • IN RA
    APPROVED
    Since 2025-11-24
  • FL RA
    APPROVED
    Since 2023-08-03

Branch Locations

5295 Tamiami Trail North, Naples, FL 34103 • United States

375 Fifth Ave South Suite 101, Naples, FL 34102 • 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. Naples FL 08/2021 Present
Elbin, Inc. Indianapolis IN 01/2018 07/2021
Towne Park Ltd. Indianapolis IN 03/2015 01/2020
Indiana University-Purdue Purdue IN 08/2014 05/2018
Charles Schwab Bank, Ssb Naples FL 08/2023 Present
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Naples, FL
  • 01/2018 → 07/2021
    Elbin, Inc.
    Indianapolis, IN
  • 03/2015 → 01/2020
    Towne Park Ltd.
    Indianapolis, IN
  • 08/2014 → 05/2018
    Indiana University-Purdue
    Purdue, IN
  • 08/2023 → Present
    Charles Schwab Bank, Ssb
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-02
S63 Uniform Securities Agent State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2023-08-02
  • S63 Uniform Securities Agent State Law Examination
    2022-01-14
Designations
Other Names
  • Jacob D. Shelton
  • Jake Shelton

View on SEC IAPD

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