Jeremiah Neil Taylor

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

Authority	Category	Status	Date
TX	RA	APPROVED	2019-05-03

TX RA
APPROVED

Since 2019-05-03

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Austin	TX	08/2018	Present
Bg Multifamily	Austin	TX	06/2018	07/2018
University Of San Marcos	San Marcos	TX	05/2017	06/2018
Amazon Fulfillment Center	San Marcos	TX	01/2017	04/2017
Texas State University	San Marcos	TX	05/2016	01/2017
Charles Schwab Bank, Ssb	Austin	TX	09/2021	Present

08/2018 → Present

Charles Schwab & Co., Inc.

Austin, TX
06/2018 → 07/2018

Bg Multifamily

Austin, TX
05/2017 → 06/2018

University Of San Marcos

San Marcos, TX
01/2017 → 04/2017

Amazon Fulfillment Center

San Marcos, TX
05/2016 → 01/2017

Texas State University

San Marcos, TX
09/2021 → Present

Charles Schwab Bank, Ssb

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-03

S66 Uniform Combined State Law Examination

2019-05-03

View on SEC IAPD