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Jacob Lylis

Charles Schwab & Co., Inc.

Bedford, NH

CRD 7054131

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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
NH RA APPROVED 2022-02-17
  • NH RA
    APPROVED
    Since 2022-02-17

Branch Locations

10 Main Street, Bedford, NH 03110 • 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
New Hampshire Technical Institute Concord NH 05/2014 03/2018
Southern New Hampshire Insitute Hooksett NH 06/2018 12/2018
Concord Hospital Concord NH 02/2016 06/2018
Nh Liquor And Wine Outlet Hooksett NH 05/2018 08/2019
Fidelity Brokerage Services Llc Merrimack NH 12/2018 02/2021
Charles Schwab & Co., Inc. Manchester NH 05/2021 Present
Charles Schwab Bank, Ssb Manchester NH 05/2021 Present
  • 05/2014 → 03/2018
    New Hampshire Technical Institute
    Concord, NH
  • 06/2018 → 12/2018
    Southern New Hampshire Insitute
    Hooksett, NH
  • 02/2016 → 06/2018
    Concord Hospital
    Concord, NH
  • 05/2018 → 08/2019
    Nh Liquor And Wine Outlet
    Hooksett, NH
  • 12/2018 → 02/2021
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Manchester, NH
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Manchester, NH
Previous Registrations
  • 2019-09-30 → 2021-02-12
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-09
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-08-09
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Jacob Daniel Lylis
  • Jacob Lylis

View on SEC IAPD

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