Jake T Scanlon

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 10/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2013 → Present
  Room By Room: Total Home Remodeling
  Arlington Heights, IL
• 06/2018 → 08/2018
  Cvs Health
  Northbrook, IL
• 10/2019 → 09/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2017 → 05/2019
  Theta Delta Chi: Psi Tetratron
  Tucson, AZ
• 08/2015 → 05/2019
  University Of Arizona Eller College Of Management
  Tucson, AZ
• 05/2015 → 05/2018
  Aqua-Guard Management, Inc.
  Schaumburg, IL
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) Room by Room: Total Home Remodeling | Investment Related:No|11 W. College Drive, Suite M|Arlington Heights|IL|60004|USA|Construction - Residential/Commercial/Office|Consultant|6/10/2013|Less than 20|0|Family Business Consult and assist as needed

Exams

• S66 Uniform Combined State Law Examination
  2025-11-29
• S63 Uniform Securities Agent State Law Examination
  2021-05-07

Other Names

• Jake Scanlon