Jeremy Arthur Post

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

• 11/2019 → 08/2021
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 03/2015 → 08/2021
  Wells Fargo Bank, Na
  Portland, OR
• 08/2021 → 12/2022
  Td Ameritrade
  Portland, OR
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Portland, OR
• 11/2023 → Present
  Charles Schwab Bank
  Porland, OR

Previous Registrations

• 2021-09-16 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Portland, OR
• 2021-09-10 → 2022-10-14
  Td Ameritrade, Inc.
  Portland, OR
  Omaha, NE
• 2020-10-27 → 2021-09-02
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
  Portland, OR

Other Businesses

1) Veggiedown|Investment Related: No|12507 SE Harold St , Portland, Oregon, 97236, USA|Computer/IT Services|Owner/Administrator|5/1/2020|Less than 20 hour/month - 0.000000 during trading hours|Administrator's duties include ongoing maintenance and development of website. 2) E Nevada Ave. Detroit MI|Investment Related:No|E Nevada Ave.;Detroit;MI;48203;US|Real Estate (Non-Agent/Broker)|Owner/Landlord|2023-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Rental Property in Detroit MI

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27