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Jacob Robert Schreck

Wells Fargo Advisors Financial Network, LLC

Charlotte, NC

CRD 7982217

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-09
  • NC RA
    APPROVED
    Since 2026-06-09

Branch Locations

6135 Park South Drive Suite 576 5Th Fl, Charlotte, NC 28210 • 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
Wells Fargo Advisors Financial Network, Llc Charlotte NC 10/2025 Present
Carnegie Private Wealth Charlotte NC 09/2024 12/2024
Muckenthaler Lawn And Landscape Platte City MO 06/2022 09/2022
Queens University Of Charlotte Charlotte NC 08/2021 05/2025
Park Hill High School Kansas City MO 08/2017 05/2021
Unemployed Kansas City MO 01/2014 08/2017
Unemployed Charlotte NC 05/2025 10/2025
  • 10/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Charlotte, NC
  • 09/2024 → 12/2024
    Carnegie Private Wealth
    Charlotte, NC
  • 06/2022 → 09/2022
    Muckenthaler Lawn And Landscape
    Platte City, MO
  • 08/2021 → 05/2025
    Queens University Of Charlotte
    Charlotte, NC
  • 08/2017 → 05/2021
    Park Hill High School
    Kansas City, MO
  • 01/2014 → 08/2017
    Unemployed
    Kansas City, MO
  • 05/2025 → 10/2025
    Unemployed
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
  • S66 Uniform Combined State Law Examination
    2026-06-09
Other Names
  • Jacob Robert Schreck
  • Jacob Schreck

View on SEC IAPD

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Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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