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Cooper Jack Priestley

Charles Schwab & Co., Inc.

New York City, NY

CRD 8162565

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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
NY RA APPROVED 2026-03-03
  • NY RA
    APPROVED
    Since 2026-03-03

Branch Locations

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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
Unemployed New York City NY 01/2015 01/2022
Warner Brothers New York City NY 01/2022 03/2022
Warner Brothers New York City NY 03/2022 08/2022
Eyes Of Mohr New York City NY 05/2023 08/2023
Full Time Education Tampa FL 08/2022 05/2023
Eyes Of Mohr Freeport NY 05/2024 08/2024
Full Time Education Tampa FL 08/2024 05/2025
American Income Life Tampa FL 05/2025 09/2025
Full Time Education Tampa FL 08/2023 05/2024
Charles Schwab & Co., Inc. New York City NY 10/2025 Present
Charles Schwab Bank New York City NY 10/2025 Present
  • 01/2015 → 01/2022
    Unemployed
    New York City, NY
  • 01/2022 → 03/2022
    Warner Brothers
    New York City, NY
  • 03/2022 → 08/2022
    Warner Brothers
    New York City, NY
  • 05/2023 → 08/2023
    Eyes Of Mohr
    New York City, NY
  • 08/2022 → 05/2023
    Full Time Education
    Tampa, FL
  • 05/2024 → 08/2024
    Eyes Of Mohr
    Freeport, NY
  • 08/2024 → 05/2025
    Full Time Education
    Tampa, FL
  • 05/2025 → 09/2025
    American Income Life
    Tampa, FL
  • 08/2023 → 05/2024
    Full Time Education
    Tampa, FL
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    New York City, NY
  • 10/2025 → Present
    Charles Schwab Bank
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
  • S66 Uniform Combined State Law Examination
    2026-03-03

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

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