Jacob Yale Tinney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 09/2018
  Viet Uc English Center
  Hanoi
• 01/2019 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2018 → 01/2019
  Unemployed
  Phoenix, AZ
• 02/2022 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Other Businesses

1) Tin Group LLC | Investment Related:No|6633 E Greenway Pkwy Apt 3079|Scottsdale|AZ|85254|USA|Other|Sole Proprietor|12/1/2018|Less than 20|0|Owner of a Ecommerce website that focuses mainly on selling clothing. I am responsible for updating the website, shipping order and responding to an emails or questions customers may have.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-08
• S63 Uniform Securities Agent State Law Examination
  2019-07-26

Other Names

• Jake Tinney
• Jacob Tinney