Jeffrey Thomas Day

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:

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

Current Employers

Employment History

• 07/2015 → 10/2018
  Fidelity Brokerage Services Llc
  Louisville, KY
• 07/2018 → 10/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2018 → Present
  Charles Schwab & Co., Inc.
  Louisville, KY
• 10/2018 → Present
  Charles Schwab Bank
  Louisville, KY

Previous Registrations

• 2018-07-13 → 2018-10-17
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-09-23 → 2018-07-13
  Strategic Advisers Llc
  Louisville, KY
• 2013-05-13 → 2014-07-16
  Fisher Investments
  Park City, UT
  Plano, TX
  Park City, UT

Other Businesses

1) Ballard High School | Investment Related:No|Sports/Physical Recreation|Assistant Girls Soccer Coach|7/15/2024|Less than 20|0|Provide assistance to head soccer coach. Possibly running practice sessions and assisting with games.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-30
• S65 Uniform Investment Adviser Law Examination
  2013-05-10

Other Names

• Jeff Day
• Jeffrey T Day