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Jacob Allen Wash

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-23
  • IN RA
    APPROVED
    Since 2025-04-23

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • 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. Indianapolis IN 08/2021 Present
Pnc Bank Kokomo IN 07/2019 08/2021
Men's Wearhouse Kokomo IN 03/2019 09/2019
Cfd Investments Kokomo IN 09/2018 12/2018
Activestocks Kokomo IN 11/2017 11/2018
Indiana University Kokomo Kokomo IN 08/2016 05/2018
Schwab Wealth Advisory, Inc. Indianapolis IN 04/2025 Present
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 07/2019 → 08/2021
    Pnc Bank
    Kokomo, IN
  • 03/2019 → 09/2019
    Men's Wearhouse
    Kokomo, IN
  • 09/2018 → 12/2018
    Cfd Investments
    Kokomo, IN
  • 11/2017 → 11/2018
    Activestocks
    Kokomo, IN
  • 08/2016 → 05/2018
    Indiana University Kokomo
    Kokomo, IN
  • 04/2025 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-25
S63 Uniform Securities Agent State Law Examination 2022-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-03-01

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

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