Jeffrey Horton

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

• 07/2021 → 01/2026
  Fidelity Investments
  Merrimack, NH
• 08/2020 → 03/2021
  Alku Llc
  Andover, MA
• 09/2019 → 12/2019
  Squam Lakes Financial Advisors Llc
  Holderness, NH
• 07/2019 → 08/2019
  Toast Inc.
  Boston, MA
• 01/2017 → 05/2018
  Plymouth State University - Student Account Services
  Plymouth, NH
• 01/2019 → 03/2020
  Mulligans Tap Room & Eatery
  Waterville Valley, NH
• 06/2018 → 06/2019
  Unemployed
  Tewksbury, MA
• 09/2016 → 12/2016
  Unemployed
  Tewksbury, MA
• 04/2020 → 07/2020
  Unemployed
  Tewksbury, MA
• 04/2021 → 06/2021
  Unemployed
  Tewksbury, MA
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Charles Schwab & Co., Inc
  Bedford, NH
• 01/2026 → Present
  Charles Schwab Bank
  Bedford, NH

Previous Registrations

• 2025-03-31 → 2026-01-15
  Strategic Advisers Llc
  Nashua, NH
  Londonderry, NH
  Boston, MA
• 2021-12-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-12-13

Other Names

• Jeffrey Richard Horton
• Jeffrey Horton