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Jake Dean Kraus

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7553227

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-04
CO RA APPROVED 2024-05-06
  • TX RA
    APPROVED
    Since 2025-12-04
  • CO RA
    APPROVED
    Since 2024-05-06

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Discount Tire Denver CO 03/2018 08/2019
Pillar Property Works Boulder CO 05/2021 08/2021
Full Time Education Denver CO 08/2015 03/2018
Full Time Education Boulder CO 08/2019 05/2021
Full Time Education Boulder CO 08/2021 05/2022
Pillar Property Works Boulder CO 05/2022 06/2022
Full Time Education Boulder CO 09/2022 05/2023
Wells Fargo Littleton CO 09/2023 02/2024
Charles Schwab Lone Tree CO 02/2024 Present
Unemployed Boulder CO 05/2023 09/2023
Charles Schwab & Co., Inc. Austin TX 06/2022 08/2022
Schwab Wealth Advisory, Inc. Lone Tree CO 05/2024 Present
  • 03/2018 → 08/2019
    Discount Tire
    Denver, CO
  • 05/2021 → 08/2021
    Pillar Property Works
    Boulder, CO
  • 08/2015 → 03/2018
    Full Time Education
    Denver, CO
  • 08/2019 → 05/2021
    Full Time Education
    Boulder, CO
  • 08/2021 → 05/2022
    Full Time Education
    Boulder, CO
  • 05/2022 → 06/2022
    Pillar Property Works
    Boulder, CO
  • 09/2022 → 05/2023
    Full Time Education
    Boulder, CO
  • 09/2023 → 02/2024
    Wells Fargo
    Littleton, CO
  • 02/2024 → Present
    Charles Schwab
    Lone Tree, CO
  • 05/2023 → 09/2023
    Unemployed
    Boulder, CO
  • 06/2022 → 08/2022
    Charles Schwab & Co., Inc.
    Austin, TX
  • 05/2024 → Present
    Schwab Wealth Advisory, Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
  • S66 Uniform Combined State Law Examination
    2024-05-03

View on SEC IAPD

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