Jack Thomas Boyd Lemke

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

• 04/2013 → 12/2022
  Td Ameritrade
  Omaha, NE
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Omaha, NE
• 04/2025 → Present
  Charles Schwab Bank Ssb
  Omaha, NE

Previous Registrations

• 2013-09-04 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2013-09-04 → 2018-09-28
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

1) Benson High School | Investment Related:No|5120 Maple St|Omaha|NE|68104|USA|Education|Alumni Association Board Member|1/1/2023|Less than 20|0|I help with my High School's Hall of Fame nominations, help host class reunions, and vote on how donations will be allocated.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-27

Other Names

• Jack Thomas Lemke