Jeffrey Justin Giles

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

• 07/2016 → 12/2017
  New York Life Insurance Co.
  Creve Coeur, MO
• 12/2016 → 12/2017
  Nylife Securities Llc
  Creve Coeur, MO
• 12/2017 → 12/2023
  Td Ameritrade, Inc
  St Louis, MO
• 12/2017 → 05/2018
  Best Buy Mobile
  Chesterfield, MO
• 09/2022 → Present
  Charles Schwab & Co., Inc.
  St Louis, MO
• 10/2025 → Present
  Charles Schwab Bank, Ssb
  St Louis, MO
• 06/2015 → Present
  Genii Healthcare Services
  St Louis, MO

Previous Registrations

• 2022-08-03 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO

Other Businesses

Name of Outside Business:Genii Healthcare Services, LLC.; Investment Related:No; Address of Outside Business:Saint Louis, MO; Nature of Outside Business:Other; Position:Assistant; Start Date:2/5/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Genii Healthcare Services, LLC. is a family business where I occasinally assist my father with paperwork only on an as needed basis. This would occur only on weekends and usually during high volume months over the summer.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-02
• S63 Uniform Securities Agent State Law Examination
  2017-01-10

Other Names

• Jeffrey Giles