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Jeff Greer

Charles Schwab & Co., Inc.

Denver, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-15
  • CO RA
    APPROVED
    Since 2026-05-15

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • 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
Barchetta Boulder CO 07/2023 08/2025
Torment Magazine Boulder CO 01/2025 Present
Autodesk Denver CO 06/2024 09/2024
Directum Supply Co Boulder CO 12/2022 05/2023
Speedway Winchester MA 06/2021 08/2021
Volcom Boulder CO 09/2022 12/2022
Unemployed Winchester MA 11/2015 06/2021
Unemployed Boulder CO 09/2021 09/2022
Charles Schwab & Co., Inc. Denver CO 11/2025 Present
Charles Schwab Bank Denver CO 11/2025 Present
  • 07/2023 → 08/2025
    Barchetta
    Boulder, CO
  • 01/2025 → Present
    Torment Magazine
    Boulder, CO
  • 06/2024 → 09/2024
    Autodesk
    Denver, CO
  • 12/2022 → 05/2023
    Directum Supply Co
    Boulder, CO
  • 06/2021 → 08/2021
    Speedway
    Winchester, MA
  • 09/2022 → 12/2022
    Volcom
    Boulder, CO
  • 11/2015 → 06/2021
    Unemployed
    Winchester, MA
  • 09/2021 → 09/2022
    Unemployed
    Boulder, CO
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 11/2025 → Present
    Charles Schwab Bank
    Denver, CO
Other Businesses

1) Torment Magazine | Investment Related:No|8795 Sugarloaf Rd|Other|Sales/Marketing Associate|2025-01-17|Varies|0|Help the brand sell magazines to shops as well as creative/design work.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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