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Jesse Blaise

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 6986291

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-15
  • AZ RA
    APPROVED
    Since 2024-05-15

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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 07/2018 11/2020
Hospice Sanctuary Scottsdale AZ 01/2017 09/2017
Grand Canyon University Phoenix AZ 01/2017 04/2018
Townepark Valet Phoenix AZ 11/2015 01/2017
N/A Phoenix AZ 04/2018 07/2018
Wells Fargo Advisors Financial Network, Llc Scottsdale AZ 11/2020 09/2021
Raymond James Financial Services, Inc. Scottsdale AZ 09/2021 10/2021
Raymond James Financial Services, Inc. Scottsdale AZ 10/2021 06/2022
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 10/2021 06/2022
Charles Schwab & Co., Inc. Phoenix AZ 06/2022 Present
Charles Schwab Bank, Ssb Phoenix AZ 06/2022 Present
Buckman & Corning Financial St Scottsdale AZ 11/2020 09/2021
  • 07/2018 → 11/2020
    Phoenix, AZ
  • 01/2017 → 09/2017
    Hospice Sanctuary
    Scottsdale, AZ
  • 01/2017 → 04/2018
    Grand Canyon University
    Phoenix, AZ
  • 11/2015 → 01/2017
    Townepark Valet
    Phoenix, AZ
  • 04/2018 → 07/2018
    N/A
    Phoenix, AZ
  • 11/2020 → 09/2021
    Scottsdale, AZ
  • 09/2021 → 10/2021
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 10/2021 → 06/2022
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 10/2021 → 06/2022
    Scottsdale, AZ
  • 06/2022 → Present
    Phoenix, AZ
  • 06/2022 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
  • 11/2020 → 09/2021
    Buckman & Corning Financial St
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
Other Names
  • Jesse B Sievers
  • Jesse Kominak Sievers Blaise
  • Jesse Blaise Kominak
  • Jesse Sievers
  • Jesse Blaise Kominak Sievers
  • Jesse Blaise Sievers
  • Jesse Blaise

View on SEC IAPD

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