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Jake William Romeo

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
  • FL RA
    APPROVED
    Since 2026-03-06

Branch Locations

70 S. Keller Road, Orlando, FL 32810 • 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. Orlando FL 04/2019 Present
Fidelity Information Services Orlando FL 12/2018 03/2019
Dillards Inc. Sanford FL 09/2017 12/2018
Texas Roadhouse Oviedo FL 08/2016 06/2017
University Of Central Florida Orlando FL 08/2017 12/2021
J.R. Apparel Llc Oviedo FL 04/2017 09/2018
Oviedo High School Oviedo FL 08/2013 05/2017
  • 04/2019 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 12/2018 → 03/2019
    Fidelity Information Services
    Orlando, FL
  • 09/2017 → 12/2018
    Dillards Inc.
    Sanford, FL
  • 08/2016 → 06/2017
    Texas Roadhouse
    Oviedo, FL
  • 08/2017 → 12/2021
    University Of Central Florida
    Orlando, FL
  • 04/2017 → 09/2018
    J.R. Apparel Llc
    Oviedo, FL
  • 08/2013 → 05/2017
    Oviedo High School
    Oviedo, FL
Other Businesses

1) Afterlife LLC|Investment Related: No|7901 4TH ST N STE 300, St Petersburg, Florida, 33702, United States|Content Creation|Co-Founder|9/1/2022|Less than 20 hour/month - 0 during trading hours|Content creation/media upload through cell phone app

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20
Other Names
  • Jake William Romeo
  • Jake W Romeo

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

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