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Jakob Alexander Miller

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-14
TX RA APPROVED 2025-05-06
  • AZ RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-06

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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
Charles Schwab & Co., Inc. Phoenix AZ 07/2022 Present
Zayo Group Boulder CO 06/2021 04/2022
Life Café Broomfield CO 01/2018 08/2019
Broadlands Golf Course Broomfield CO 04/2016 10/2017
Full-Time Education Westminster CO 10/2017 02/2018
Full-Time Education Tempe AZ 08/2018 05/2022
Unemployed Thornton CO 09/2019 05/2021
Schwab Wealth Advisory, Inc. Phoenix AZ 05/2025 Present
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2021 → 04/2022
    Zayo Group
    Boulder, CO
  • 01/2018 → 08/2019
    Life Café
    Broomfield, CO
  • 04/2016 → 10/2017
    Broadlands Golf Course
    Broomfield, CO
  • 10/2017 → 02/2018
    Full-Time Education
    Westminster, CO
  • 08/2018 → 05/2022
    Full-Time Education
    Tempe, AZ
  • 09/2019 → 05/2021
    Unemployed
    Thornton, CO
  • 05/2025 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-02
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2024-05-02
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Jakob Miller

View on SEC IAPD

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