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Jacob Russell Ames

Charles Schwab & Co., Inc.

Kansas City, MO

CRD 8133607

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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
MO RA APPROVED 2026-06-01
  • MO RA
    APPROVED
    Since 2026-06-01

Branch Locations

700 W. 47Th Street Suite 110, Kansas City, MO 64112-1805 • 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
Premier Homes Llc Kansas City MO 08/2022 08/2025
Valoa Solar Liberty MO 04/2022 08/2022
Anytime Fitness Liberty MO 12/2021 05/2022
Unemployed Lindon UT 08/2019 11/2021
The Home Depot Kansas City MO 10/2017 08/2019
Lilo's Shaved Ice Kansas City MO 05/2017 09/2017
Spirit Pack Excelsior Springs MO 03/2017 05/2017
Unemployed Liberty MO 08/2015 03/2017
Charles Schwab & Co., Inc. Kansas City MO 08/2025 Present
Charles Schwab Bank Kansas City MO 08/2025 Present
  • 08/2022 → 08/2025
    Premier Homes Llc
    Kansas City, MO
  • 04/2022 → 08/2022
    Valoa Solar
    Liberty, MO
  • 12/2021 → 05/2022
    Anytime Fitness
    Liberty, MO
  • 08/2019 → 11/2021
    Unemployed
    Lindon, UT
  • 10/2017 → 08/2019
    The Home Depot
    Kansas City, MO
  • 05/2017 → 09/2017
    Lilo's Shaved Ice
    Kansas City, MO
  • 03/2017 → 05/2017
    Spirit Pack
    Excelsior Springs, MO
  • 08/2015 → 03/2017
    Unemployed
    Liberty, MO
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Kansas City, MO
  • 08/2025 → Present
    Charles Schwab Bank
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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