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Inactive

Jacob Riley Fischer

Facet

West Palm Beach, FL

Denver, CO

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-12
TX RA APPROVED 2026-06-12
  • CO RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-12

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Denver, CO • 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. Denver CO 07/2018 06/2026
Hightower Advisors Omaha NE 03/2017 04/2018
Real Property Appraisals, Pc Omaha NE 08/2016 03/2017
Creighton University Omaha NE 08/2014 05/2018
Charles Schwab Bank Ssb Denver CO 01/2022 06/2026
Facet West Palm Beach FL 06/2026 Present
  • 07/2018 → 06/2026
    Charles Schwab & Co., Inc.
    Denver, CO
  • 03/2017 → 04/2018
    Hightower Advisors
    Omaha, NE
  • 08/2016 → 03/2017
    Real Property Appraisals, Pc
    Omaha, NE
  • 08/2014 → 05/2018
    Creighton University
    Omaha, NE
  • 01/2022 → 06/2026
    Charles Schwab Bank Ssb
    Denver, CO
  • 06/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-21
S63 Uniform Securities Agent State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2019-05-21
  • S63 Uniform Securities Agent State Law Examination
    2018-11-12
Designations

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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