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Jack Mason Kloka

Charles Schwab & Co., Inc.

Birmingham, MI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-27
  • MI RA
    APPROVED
    Since 2023-03-27

Branch Locations

105 Willits Street, Birmingham, MI 48009 • 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
Securities America, Inc. Oak Park MI 11/2022 12/2022
Flexible Plan Investments, Ltd Bloomfield Hills MI 09/2022 02/2023
Flexible Plan Investments, Ltd. Bloomfield Hills MI 05/2021 09/2022
General Nutrition Center (Gnc) Lansing MI 08/2018 07/2019
Student East Lansing MI 10/2012 04/2021
Warren Screw Products Warren MI 11/2016 08/2017
Charles Schwab & Co, Inc Troy MI 02/2023 Present
Charles Schwab Bank, Ssb Troy MI 02/2023 Present
  • 11/2022 → 12/2022
    Securities America, Inc.
    Oak Park, MI
  • 09/2022 → 02/2023
    Flexible Plan Investments, Ltd
    Bloomfield Hills, MI
  • 05/2021 → 09/2022
    Flexible Plan Investments, Ltd.
    Bloomfield Hills, MI
  • 08/2018 → 07/2019
    General Nutrition Center (Gnc)
    Lansing, MI
  • 10/2012 → 04/2021
    Student
    East Lansing, MI
  • 11/2016 → 08/2017
    Warren Screw Products
    Warren, MI
  • 02/2023 → Present
    Charles Schwab & Co, Inc
    Troy, MI
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-25
  • S66 Uniform Combined State Law Examination
    2023-03-25
Other Names
  • Jack Kloka

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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