Jae Jeong

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

• 06/2020 → 08/2020
  Fedex Ground
  Richfield, OH
• 08/2019 → 05/2020
  The Ohio State University
  Columbus, OH
• 08/2014 → 08/2020
  Andy's Auto Care
  Akron, OH
• 01/2021 → 11/2022
  Rocket Mortgage
  Detroit, MI
• 08/2017 → 09/2020
  Full Time Education
  Columbus, OH
• 09/2020 → 01/2021
  Unemployed
  Copley, OH
• 09/2016 → 02/2017
  Cold Stone Cremery
  Fairlawn, OH
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Richfield, OH
• 08/2024 → Present
  Charles Schwab Bank Ssb
  Orange Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-10-02

Designations

• Certified Financial Planner