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Jacob Winstanley Schmitt

Oppenheimer & Co. Inc.

New York, NY

St. Louis, MO

Chesterfield, MO

Edwardsville, IL

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-08
MO RA APPROVED 2024-05-06
NY RA APPROVED 2023-12-07
  • IL RA
    APPROVED
    Since 2024-10-08
  • MO RA
    APPROVED
    Since 2024-05-06
  • NY RA
    APPROVED
    Since 2023-12-07

Branch Locations

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

One North Brentwood Boulevard Suite 600, St. Louis, MO 63105 • United States

Chesterfield Ridge Circle 16401 Swingley Ridge Rd Suite 425, Chesterfield, MO 63017 • United States

Mark Twain Plaza 1, 101 West Vandalia Street Suite 200, Edwardsville, IL 62025 • 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
OrganizationCityStateFromTo
Scottrade St Louis MO 05/2015 01/2021
Td Ameritrade, Inc. St Louis MO 02/2018 01/2021
U.S. Bancorp Investments, Inc. Albuquerque NM 01/2021 06/2021
Robinhood Financial, Llc Denver CO 06/2021 08/2022
Robinhood Markets, Inc Denver CO 06/2022 08/2022
Heim, Young & Associates, Inc. Springfield MO 09/2022 09/2023
Oppenheimer & Co. Inc. St Louis MO 09/2023 Present
  • 05/2015 → 01/2021
    Scottrade
    St Louis, MO
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    St Louis, MO
  • 01/2021 → 06/2021
    U.S. Bancorp Investments, Inc.
    Albuquerque, NM
  • 06/2021 → 08/2022
    Robinhood Financial, Llc
    Denver, CO
  • 06/2022 → 08/2022
    Robinhood Markets, Inc
    Denver, CO
  • 09/2022 → 09/2023
    Heim, Young & Associates, Inc.
    Springfield, MO
  • 09/2023 → Present
    Oppenheimer & Co. Inc.
    St Louis, MO
Previous Registrations
  • 2021-01-06 → 2021-06-25
    U.S. Bancorp Investments, Inc.
    Albuquerque, NM
  • 2019-11-11 → 2021-01-06
    Td Ameritrade, Inc.
    St Louis, MO
    St. Louis, MO
  • 2019-11-11 → 2021-01-06
    Td Ameritrade Investment Management, Llc
    St Louis, MO
  • 2014-06-23 → 2015-05-12
    Pnc Wealth Management Llc
    O'FAllon, MO
    Clayton, MO
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2023-12-06
Other Names
  • Jake Schmitt
  • Jacob Schmitt
  • Jacob Winstanley Schmitt

View on SEC IAPD

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