Jacob Khairallah

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2020 → 01/2021
  Drost Kivlahan Mcmahon & O'COnnor Llc
  Arlington Heights, IL
• 06/2019 → 08/2019
  Hilton Hotels & Resorts
  Chicago, IL
• 07/2018 → 08/2018
  Doubletree By Hilton
  Skokie, IL
• 08/2017 → 08/2017
  Hilton Hotels & Resorts
  Milwaukee, WI
• 09/2016 → 02/2017
  Carson Pirie Scott & Co
  Mt Prospect, IL
• 01/2021 → 08/2021
  N/A
  Mt Prospect, IL
• 08/2019 → 08/2020
  N/A
  Mt Prospect, IL
• 08/2018 → 06/2019
  N/A
  Mt Prospect, IL
• 08/2017 → 07/2018
  N/A
  Mt Prospect, IL
• 02/2017 → 08/2017
  N/A
  Mt Prospect, IL
• 08/2015 → 09/2016
  N/A
  Mt Prospect, IL
• 01/2025 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-12-05
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Other Names

• Jacob Joseph Khairallah