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Jacob Andrew Miller

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 8043017

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-07
  • IN RA
    APPROVED
    Since 2026-07-07

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Humble Home Kokomo IN 05/2019 04/2020
Rnr Tire Express Kokomo IN 11/2022 03/2025
State Farm Kokomo IN 07/2022 11/2022
Rnr Tire Express Kokomo IN 04/2021 05/2022
Staples Kokomo IN 04/2020 03/2021
Belle Tire Kokomo IN 07/2018 05/2019
Unemployed Kokomo IN 03/2015 07/2018
Charles Schwab & Co., Inc. Indianapolis IN 03/2025 Present
  • 05/2019 → 04/2020
    Humble Home
    Kokomo, IN
  • 11/2022 → 03/2025
    Rnr Tire Express
    Kokomo, IN
  • 07/2022 → 11/2022
    State Farm
    Kokomo, IN
  • 04/2021 → 05/2022
    Rnr Tire Express
    Kokomo, IN
  • 04/2020 → 03/2021
    Staples
    Kokomo, IN
  • 07/2018 → 05/2019
    Belle Tire
    Kokomo, IN
  • 03/2015 → 07/2018
    Unemployed
    Kokomo, IN
  • 03/2025 → Present
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-07
S63 Uniform Securities Agent State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2026-07-07
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18

View on SEC IAPD

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