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Jackson Maupin

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Full Time Education Flower Mound TX 08/2015 05/2020
Full Time Education Salina KS 08/2020 07/2024
Kansas Wesleyan University Salina KS 08/2021 05/2023
Kansas Wesleyan University Salina KS 08/2023 05/2024
Fontana Financial Planning Dallas TX 06/2023 07/2023
Charles Schwab & Co., Inc. Westlake TX 09/2024 Present
  • 08/2015 → 05/2020
    Full Time Education
    Flower Mound, TX
  • 08/2020 → 07/2024
    Full Time Education
    Salina, KS
  • 08/2021 → 05/2023
    Kansas Wesleyan University
    Salina, KS
  • 08/2023 → 05/2024
    Kansas Wesleyan University
    Salina, KS
  • 06/2023 → 07/2023
    Fontana Financial Planning
    Dallas, TX
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Other Businesses

1) Jackson Maupin | Investment Related:No|Sports/Physical Recreation|Coach|1/2/2025|Less than 20|0|Training and coaching basketball to kids.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
S63 Uniform Securities Agent State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2026-05-04
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31

View on SEC IAPD

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ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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