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Jacob Michael Mccomb

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7424582

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-18
AZ RA APPROVED 2026-02-20
  • IN RA
    APPROVED
    Since 2026-06-18
  • AZ RA
    APPROVED
    Since 2026-02-20

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. Phoenix AZ 08/2022 Present
Wanagan Grille Manistee MI 06/2016 09/2020
Filer Credit Union Manistee MI 05/2018 07/2020
Huntington National Bank Holland MI 11/2021 08/2022
N/A Manistee MI 08/2012 05/2017
N/A Holland MI 08/2017 05/2021
N/A Manistee MI 06/2021 10/2021
Schwab Wealth Advisory, Inc. Phoenix AZ 02/2026 Present
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2016 → 09/2020
    Wanagan Grille
    Manistee, MI
  • 05/2018 → 07/2020
    Filer Credit Union
    Manistee, MI
  • 11/2021 → 08/2022
    Huntington National Bank
    Holland, MI
  • 08/2012 → 05/2017
    N/A
    Manistee, MI
  • 08/2017 → 05/2021
    N/A
    Holland, MI
  • 06/2021 → 10/2021
    N/A
    Manistee, MI
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2022-12-15
  • S66 Uniform Combined State Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15
Other Names
  • Jake Mccomb
  • Jacob Mccomb

View on SEC IAPD

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MARTIN WAYNE RICE
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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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