Jeffrey Scott Chatman

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

• 01/2026 → Present
  Charles Schwab Bank, Ssb
  Austin, TX
• 03/2022 → 10/2025
  Dimensional Fund Advisors
  Austin, TX
• 10/2020 → 12/2021
  Decent Inc
  Austin, TX
• 06/2017 → 04/2020
  Rigup (Now Workrise)
  Austin, TX
• 05/2016 → 06/2017
  Texans For Rodney Anderson
  Irving, TX
• 01/2017 → 06/2017
  Texas House Of Representatives
  Austin, TX
• 04/2020 → 10/2020
  N/A
  Austin, TX
• 12/2021 → 03/2022
  N/A
  Austin, TX
• 11/2025 → Present
  Charles Schwab & Co., Inc.
  Austin, TX

Previous Registrations

• 2022-10-10 → 2025-10-21
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

Hideout Theater | Investment Related: No | Austin, TX | Type of OBA: Performing/Fine Arts | Performer/Director | Start date: 2023-08-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Host and Perform in Improv Comedy Shows

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07