Jarret James Jacobus

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 07/2022
  Raymond James Financial Services, Inc
  Denver, CO
• 05/2012 → 07/2022
  Raymond James Financial Services Advisors Inc.
  Fort Collins, CO
• 05/2012 → 07/2022
  Chapel And Collins, Llc
  Denver, CO
• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2022 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Previous Registrations

• 2022-08-01 → 2022-12-08
  Charles Schwab Investment Advisory, Inc.
  San Francisco, CA
  Lone Tree, CO
• 2012-05-24 → 2022-07-26
  Raymond James Financial Services Advisors, Inc
  Denver, CO
  Denver, CO
  Fort Collins, CO
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04

Designations

• Certified Financial Planner

Other Names

• Jarret Jacobus