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Jamie Katherine Obrien

Charles Schwab & Co., Inc.

Boston, MA

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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 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-23

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
Loomis Sayles/Daley And Associates Boston MA 09/2023 09/2024
Unemployed Braintree MA 06/2023 08/2023
Full Time Education Elon NC 08/2019 05/2023
Marylou's Coffee Braintree MA 06/2017 08/2021
Unemployed Braintree MA 07/2016 05/2017
Charles Schwab & Co., Inc. Boston MA 09/2024 Present
Charles Schwab Bank, Ssb Boston MA 06/2025 Present
  • 09/2023 → 09/2024
    Loomis Sayles/Daley And Associates
    Boston, MA
  • 06/2023 → 08/2023
    Unemployed
    Braintree, MA
  • 08/2019 → 05/2023
    Full Time Education
    Elon, NC
  • 06/2017 → 08/2021
    Marylou's Coffee
    Braintree, MA
  • 07/2016 → 05/2017
    Unemployed
    Braintree, MA
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Jamie Katherine Obrien
  • Jamie O'BRien
  • Jamie Katherine Obrien
  • Jamie Katherine O'BRien
  • Jamie Katherine Obrien
  • Jamie Katherine O'BRien

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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