Jacob Keeslar

Charles Schwab & Co., Inc.

CRD 7593097

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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

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-09-03

AZ RA
APPROVED

Since 2024-09-03

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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

Organization	City	State	From	To
Ocotillo Golf Course	Chandler	AZ	05/2013	11/2019
Onemain Financial	Tempe	AZ	11/2019	05/2021
Wells Fargo Home Mortgage	Tempe	AZ	05/2021	05/2022
Charles Schwab & Co., Inc.	Phoenix	AZ	08/2022	Present

05/2013 → 11/2019

Ocotillo Golf Course

Chandler, AZ
11/2019 → 05/2021

Onemain Financial

Tempe, AZ
05/2021 → 05/2022

Wells Fargo Home Mortgage

Tempe, AZ
08/2022 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-31

S66 Uniform Combined State Law Examination

2024-08-31

View on SEC IAPD

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