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Jacob Tyler Kennedy

Charles Schwab & Co., Inc.

Colorado Springs, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-04
  • CO RA
    APPROVED
    Since 2025-09-04

Branch Locations

111 South Tejon Street Suite 109, Colorado Springs, CO 80903 • 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
Fidelity Investments Covington KY 07/2013 06/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2019
Charles Schwab & Co., Inc. Colorado Springs CO 06/2019 Present
Charles Schwab Bank, Ssb Colorado Springs CO 06/2019 Present
  • 07/2013 → 06/2019
    Fidelity Investments
    Covington, KY
  • 07/2018 → 06/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2019 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
  • 06/2019 → Present
    Charles Schwab Bank, Ssb
    Colorado Springs, CO
Previous Registrations
  • 2018-07-13 → 2019-06-06
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-11-17 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-28
S63 Uniform Securities Agent State Law Examination 2014-06-06
  • S65 Uniform Investment Adviser Law Examination
    2016-03-28
  • S63 Uniform Securities Agent State Law Examination
    2014-06-06

View on SEC IAPD

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Other Investors

KARLA ROSS
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JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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