Best Investors Account Sign in

Jake Swisher

Charles Schwab & Co., Inc.

Wichita, KS

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-06-25
  • KS RA
    APPROVED
    Since 2025-06-25

Branch Locations

1720 N. Webb Road Suite 116, Wichita, KS 67206-3419 • 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
Rolling Hills Country Club Wichita KS 09/2016 05/2017
Quiktrip Wichita KS 06/2017 06/2019
The Home Depot Wichita KS 04/2019 09/2021
The Home Depot Wichita KS 09/2021 05/2023
The Home Depot Wichita KS 05/2023 11/2023
Southern Glazer's Wine & Spirits Park City KS 11/2023 02/2025
Charles Schwab & Co., Inc. Wichita KS 02/2025 Present
Unemployed Wichita KS 04/2015 09/2016
Charles Schwab Bank, Ssb Wichita KS 02/2025 Present
  • 09/2016 → 05/2017
    Rolling Hills Country Club
    Wichita, KS
  • 06/2017 → 06/2019
    Quiktrip
    Wichita, KS
  • 04/2019 → 09/2021
    The Home Depot
    Wichita, KS
  • 09/2021 → 05/2023
    The Home Depot
    Wichita, KS
  • 05/2023 → 11/2023
    The Home Depot
    Wichita, KS
  • 11/2023 → 02/2025
    Southern Glazer's Wine & Spirits
    Park City, KS
  • 02/2025 → Present
    Charles Schwab & Co., Inc.
    Wichita, KS
  • 04/2015 → 09/2016
    Unemployed
    Wichita, KS
  • 02/2025 → Present
    Charles Schwab Bank, Ssb
    Wichita, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
ACRYLIC FINANCIAL, INC.
EDWARD JONES
WICHITA WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CREATIVEONE SECURITIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC

Other Investors

ROBERT RENNER LANE
LUCAS MATTHEW MCKEE
MARK THOMAS BOURGEOIS
ANDREW EDWIN BEVERSDORF
GARREN G TAYLOR
Alexander Ramon Carro
ALAINA ANNE STEVENS
Robert Shane Preble

Other Offices

LPL FINANCIAL LLC · WICHITA, KS
ACRYLIC FINANCIAL, INC. · Wichita, KS
LPL FINANCIAL LLC · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
EDWARD JONES · WICHITA, KS
EDWARD JONES · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
WICHITA WEALTH MANAGEMENT, LLC · WICHITA, KS

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor