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Jacob William Mertens

Charles Schwab & Co., Inc.

Edina, MN

Edina, MN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-19
  • MN RA
    APPROVED
    Since 2026-05-19

Branch Locations

3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States

6996 France Avenue South Suite 100, Edina, MN 55435 • 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
Pump It Up Plymouth MN 05/2015 01/2020
Young Men's Christian Association Mound MN 08/2017 07/2020
North Light Color Minneapolis MN 05/2016 08/2017
Aerotek Eden Prarie MN 07/2020 03/2021
Wells Fargo Minneapolis MN 03/2021 11/2021
Computershare St Paul MN 11/2021 08/2025
Charles Schwab & Co., Inc. Edina MN 08/2025 Present
Charles Schwab Bank, Ssb Edina MN 08/2025 Present
  • 05/2015 → 01/2020
    Pump It Up
    Plymouth, MN
  • 08/2017 → 07/2020
    Young Men's Christian Association
    Mound, MN
  • 05/2016 → 08/2017
    North Light Color
    Minneapolis, MN
  • 07/2020 → 03/2021
    Aerotek
    Eden Prarie, MN
  • 03/2021 → 11/2021
    Wells Fargo
    Minneapolis, MN
  • 11/2021 → 08/2025
    Computershare
    St Paul, MN
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Edina, MN
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19

View on SEC IAPD

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Other Investors

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STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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