Jacob Mitchell Brinkley

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

• 10/2013 → 02/2017
  Scottrade
  Saint Louis, MO
• 05/2023 → Present
  Charles Schwab & Co., Inc.
  Manchester, MO
• 02/2017 → 02/2023
  Td Ameritrade, Inc
  Maryville, MO

Previous Registrations

• 2018-01-06 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO
  St Louis, MO
  St. Louis, MO
  Westlake, TX
• 2017-01-27 → 2018-01-08
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-01-27
• S63 Uniform Securities Agent State Law Examination
  2014-04-14