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Jacob Lear

Charles Schwab & Co., Inc.

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-23
  • NE RA
    APPROVED
    Since 2026-07-23

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • 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
Swi Juvenile Detention Center Council Bluffs IA 09/2020 Present
Smv Industries Council Bluffs IA 04/2020 08/2020
Meca Omaha NE 05/2019 Present
Ymca Youth Football League Council Bluffs IA 01/2015 Present
Td Ameritrade Omaha NE 08/2022 09/2023
Charles Schwab & Co., Inc. Omaha NE 09/2023 Present
  • 09/2020 → Present
    Swi Juvenile Detention Center
    Council Bluffs, IA
  • 04/2020 → 08/2020
    Smv Industries
    Council Bluffs, IA
  • 05/2019 → Present
    Meca
    Omaha, NE
  • 01/2015 → Present
    Ymca Youth Football League
    Council Bluffs, IA
  • 08/2022 → 09/2023
    Td Ameritrade
    Omaha, NE
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
S63 Uniform Securities Agent State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2026-06-04
  • S63 Uniform Securities Agent State Law Examination
    2023-01-27

View on SEC IAPD

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Other Offices

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MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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