Inactive

Jake Efron Landau

Woolstone Wealth Management

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Current Employers

Woolstone Wealth Management

Malvern, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-12

PA RA
APPROVED

Since 2026-03-12

Branch Locations

Malvern, PA • 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

Organization	City	State	From	To
Vanguard	Malvern	PA	02/2014	06/2023
Men In Blazers	New York	NY	06/2023	04/2024
Charles Schwab & Co., Inc.	Radnor	PA	04/2024	03/2026
Schwab Wealth Advisory Inc.	Radnor	PA	04/2024	03/2026
Woolstone Consulting Llc	Malvern	PA	03/2026	Present

02/2014 → 06/2023

Vanguard

Malvern, PA
06/2023 → 04/2024

Men In Blazers

New York, NY
04/2024 → 03/2026

Charles Schwab & Co., Inc.

Radnor, PA
04/2024 → 03/2026

Schwab Wealth Advisory Inc.

Radnor, PA
03/2026 → Present

Woolstone Consulting Llc

Malvern, PA

Previous Registrations

2024-05-08 → 2026-03-22

Schwab Wealth Advisory, Inc.

Lansdale, PA

Radnor, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-03-25

S63 Uniform Securities Agent State Law Examination

2014-03-25

Designations

Other Names

Jake E Landau

View on SEC IAPD

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