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Jake Whitman Dylan Anderson

Schwab Wealth Advisory, Inc.

Vancouver, WA

CRD 5724360

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
WA RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-15
  • WA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Vancouver, WA • 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 Long Beach CA 10/2009 Present
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 07/2012 06/2019
Charles Schwab Bank, Ssb Long Beach CA 06/2019 12/2025
Schwab Wealth Advisory Inc Vancouver WA 12/2025 Present
  • 10/2009 → Present
    Charles Schwab & Co., Inc
    Long Beach, CA
  • 07/2012 → 06/2019
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 06/2019 → 12/2025
    Charles Schwab Bank, Ssb
    Long Beach, CA
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-22
  • S66 Uniform Combined State Law Examination
    2011-11-22
Other Names
  • Jake Anderson

View on SEC IAPD

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