Jacob Michael Dukman

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:

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

Current Employers

Employment History

• 07/2022 → 06/2024
  Morgan Stanley
  Greensburg, PA
• 06/2021 → 08/2021
  Hefren-Tillotson
  Greensburg, PA
• 08/2019 → 05/2020
  Allegheny College
  Meadville, PA
• 06/2017 → 05/2018
  Walmart
  Uniontown, PA
• 08/2018 → 05/2022
  Allegheny College
  Meadville, PA
• 06/2012 → 05/2018
  Laurel Highlands School District
  Uniontown, PA
• 07/2024 → Present
  Charles Schwab & Co, Inc
  Cranberry Township, PA
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Cranberry Township, PA

Previous Registrations

• 2022-10-02 → 2024-06-25
  Morgan Stanley
  Greensburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30

Designations

• Certified Financial Planner

Other Names

• Jacob M Dukman