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Jeremy Thomas Schoenhoft

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 5607497

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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
AZ RA APPROVED 2023-05-30
TX RA APPROVED_RES 2021-02-05
CA RA APPROVED 2011-09-19
  • AZ RA
    APPROVED
    Since 2023-05-30
  • TX RA
    APPROVED_RES
    Since 2021-02-05
  • CA RA
    APPROVED
    Since 2011-09-19

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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. Phoenix AZ 10/2008 Present
Rosho Llc Phoenix AZ 04/2017 Present
Optionsxpress Chicago IL 05/2015 10/2017
Charles Schwab Bank, Ssb Phoenix AZ 05/2020 Present
  • 10/2008 → Present
    Charles Schwab & Co, Inc.
    Phoenix, AZ
  • 04/2017 → Present
    Rosho Llc
    Phoenix, AZ
  • 05/2015 → 10/2017
    Optionsxpress
    Chicago, IL
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Other Businesses

1) Rosho LLC | Investment Related:No|3131 E Legacy Dr, Unit 2011|Phoenix|AZ|85042|USA|Internet Services|Founding Member|4/11/2017|Less than 20|0|I will be a silent partner and essentially just an investor in the LLC. I won't have any involvement in the day-to-day operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-18
S63 Uniform Securities Agent State Law Examination 2008-12-30
  • S66 Uniform Combined State Law Examination
    2011-09-18
  • S63 Uniform Securities Agent State Law Examination
    2008-12-30

View on SEC IAPD

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