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Dylan Jayasekera

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7578209

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-16
  • CA RA
    APPROVED
    Since 2022-09-16

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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. Menlo Park CA 06/2022 Present
Fierce Management Group Fishers IN 06/2021 09/2021
Thrive San Francisco CA 01/2020 04/2020
Leboulanger Los Gatos CA 08/2017 07/2019
Student West Lafayette IN 07/2012 05/2022
Charles Schwab Bank, Ssb Menlo Park CA 06/2023 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 06/2021 → 09/2021
    Fierce Management Group
    Fishers, IN
  • 01/2020 → 04/2020
    Thrive
    San Francisco, CA
  • 08/2017 → 07/2019
    Leboulanger
    Los Gatos, CA
  • 07/2012 → 05/2022
    Student
    West Lafayette, IN
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16

View on SEC IAPD

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