Jacob Falbo

Charles Schwab & Co., Inc.

Highlands Ranch, CO

CRD 7651152

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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
CO	RA	APPROVED	2026-02-05
TX	RA	APPROVED	2025-11-03

CO RA
APPROVED

Since 2026-02-05
TX RA
APPROVED

Since 2025-11-03

Branch Locations

Highlands Ranch, CO • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Davita	Denver	CO	05/2020	05/2021
Focus Catholic	Golden	CO	05/2018	05/2020
Full Time Education	Stillwater	OK	08/2014	05/2018
Textron Aviation	Wichita	KS	05/2017	08/2017
Kpmg, Llc	Denver	CO	05/2021	11/2022
Charles Schwab & Co., Inc.	Highlands Ranch	CO	11/2022	Present
Oklahoma State University	Stillwater	OK	05/2017	12/2017

05/2020 → 05/2021

Davita

Denver, CO
05/2018 → 05/2020

Focus Catholic

Golden, CO
08/2014 → 05/2018

Full Time Education

Stillwater, OK
05/2017 → 08/2017

Textron Aviation

Wichita, KS
05/2021 → 11/2022

Kpmg, Llc

Denver, CO
11/2022 → Present

Charles Schwab & Co., Inc.

Highlands Ranch, CO
05/2017 → 12/2017

Oklahoma State University

Stillwater, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-23

S66 Uniform Combined State Law Examination

2025-09-23

View on SEC IAPD

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