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Jeffrey Samuel Craig Whitt

Charles Schwab & Co., Inc.

Richfield, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-20
  • OH RA
    APPROVED
    Since 2022-05-20

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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. Richfield OH 01/2019 Present
Uber Denver CO 07/2017 03/2019
Lyft Denver CO 07/2017 03/2019
The Home Depot Denver CO 01/2016 07/2017
Charles Schwab Bank, Ssb Richfield OH 05/2021 Present
  • 01/2019 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 07/2017 → 03/2019
    Uber
    Denver, CO
  • 07/2017 → 03/2019
    Lyft
    Denver, CO
  • 01/2016 → 07/2017
    The Home Depot
    Denver, CO
  • 05/2021 → Present
    Charles Schwab Bank, Ssb
    Richfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-19
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S65 Uniform Investment Adviser Law Examination
    2022-05-19
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14
Other Names
  • Jeff Whitt

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
SIKICH FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

More in Richfield, OH

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