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Jacob Ross Bandy

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-27
  • TX RA
    APPROVED
    Since 2023-10-27

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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. Southlake TX 07/2022 Present
Gold Medal Pools The Colony TX 06/2019 06/2022
Northwest Isd Justin TX 08/2021 09/2021
Richardson Isd Richardson TX 08/2018 08/2021
Raising Canes Lewisville TX 12/2015 12/2020
Charles Schwab Bank Ssb Southlake TX 07/2022 Present
University Of Texas Arlington Arlington TX 08/2017 05/2022
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 06/2019 → 06/2022
    Gold Medal Pools
    The Colony, TX
  • 08/2021 → 09/2021
    Northwest Isd
    Justin, TX
  • 08/2018 → 08/2021
    Richardson Isd
    Richardson, TX
  • 12/2015 → 12/2020
    Raising Canes
    Lewisville, TX
  • 07/2022 → Present
    Charles Schwab Bank Ssb
    Southlake, TX
  • 08/2017 → 05/2022
    University Of Texas Arlington
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-27
  • S66 Uniform Combined State Law Examination
    2023-10-27
Other Names
  • Jacob R Bandy
  • Jake Bandy

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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