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Sean Edward Jenkins

Charles Schwab & Co., Inc.

Washington, DC

Washington, DC

CRD 2273316

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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
TX RA APPROVED_RES 2019-01-04
DC RA APPROVED 2008-06-11
  • TX RA
    APPROVED_RES
    Since 2019-01-04
  • DC RA
    APPROVED
    Since 2008-06-11

Branch Locations

1845 K Street, N.W., Washington, DC 20006-1209 • United States

1100 H Street Nw Suite 100, Washington, DC 20005 • 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
Charles Schwab & Co., Inc. Washington DC 02/1994 Present
Charles Schwab Bank, Ssb Washington DC 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-08
S63 Uniform Securities Agent State Law Examination 1992-11-16
  • S65 Uniform Investment Adviser Law Examination
    1993-02-08
  • S63 Uniform Securities Agent State Law Examination
    1992-11-16

View on SEC IAPD

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