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Jacob M Grier

Charles Schwab & Co., Inc.

Lake Grove, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-14
  • NY RA
    APPROVED
    Since 2023-02-14

Branch Locations

2095 Smith Haven Plaza, Lake Grove, NY 11755 • 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
The Vanguard Group, Inc. Malvern PA 06/2022 01/2023
Jpmorgan Chase Bank Mattituck NY 03/2021 06/2022
Hofstra University Hempstead NY 09/2019 05/2022
Suffolk Community College Riverhead NY 09/2015 05/2019
Whole Foods Market Commack NY 09/2020 11/2020
Center Moriches High School Center Moriches NY 09/2013 06/2017
Southampton Town Democratic Committee Southampton NY 09/2017 07/2020
Cumberland Farms Manorville NY 05/2017 07/2017
Suffolk County Board Of Elections Yaphank NY 11/2020 11/2020
Driver Doordash Center Moriches NY 08/2020 09/2020
Charles Schwab & Co., Inc. Huntington Station NY 02/2023 Present
Charles Schwab Bank Ssb Huntington Station NY 02/2023 Present
  • 06/2022 → 01/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 03/2021 → 06/2022
    Jpmorgan Chase Bank
    Mattituck, NY
  • 09/2019 → 05/2022
    Hofstra University
    Hempstead, NY
  • 09/2015 → 05/2019
    Suffolk Community College
    Riverhead, NY
  • 09/2020 → 11/2020
    Whole Foods Market
    Commack, NY
  • 09/2013 → 06/2017
    Center Moriches High School
    Center Moriches, NY
  • 09/2017 → 07/2020
    Southampton Town Democratic Committee
    Southampton, NY
  • 05/2017 → 07/2017
    Cumberland Farms
    Manorville, NY
  • 11/2020 → 11/2020
    Suffolk County Board Of Elections
    Yaphank, NY
  • 08/2020 → 09/2020
    Driver Doordash
    Center Moriches, NY
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Huntington Station, NY
  • 02/2023 → Present
    Charles Schwab Bank Ssb
    Huntington Station, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-08-19
Other Names
  • Jacob Grier
  • Jacob Matthew Grier

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
STRATEGIC ADVISERS LLC · LAKE GROVE, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

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