Jack Collins Burton

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

• 05/2025 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
• 08/2022 → 05/2025
  Kpmg Llp
  Pittsburgh, PA
• 09/2014 → 05/2022
  John Carroll University
  University Heights, OH
• 10/2019 → 05/2022
  John Carroll University
  University Heights, OH
• 07/2025 → 12/2025
  Bank Of America, N.A.
  Pittsburgh, PA
• 11/2025 → Present
  Charles Schwab & Co.,Inc
  Pittsburgh, PA
• 05/2015 → 07/2018
  John Carroll University
  University Heights, OH
• 11/2025 → Present
  Charles Schwab Bank
  Pittsburgh, PA

Previous Registrations

• 2025-07-16 → 2025-12-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgeville, PA
  Pittsburgh, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-16

Other Names

• Jack C Burton