Jacob Christopher Garcia

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2021 → 06/2022
  Jimmy John's
  Longmont, CO
• 01/2021 → 05/2021
  Lifespan Case Management, Llc
  Tallahassee, FL
• 09/2019 → 02/2020
  Florida Department Of Juvenile
  Tallahassee, FL
• 08/2018 → 09/2019
  Cvs Pharmacy
  Tallahassee, FL
• 05/2017 → 04/2021
  Florida State University
  Tallahassee, FL
• 07/2021 → 09/2021
  Seven Dimensions Behavioral Health
  Evergreen, CO
• 08/2016 → 08/2017
  Walmart
  Southwest Ranches, FL
• 04/2021 → Present
  Doordash
  San Francisco, CA
• 10/2024 → Present
  Schwab Wealth Advisory
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-11-15
• S63 Uniform Securities Agent State Law Examination
  2023-01-06