Jacob Nordquist

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2020 → 01/2023
  Gen Korean Bbq
  Tempe, AZ
• 03/2020 → 07/2020
  Unemployed
  Chandler, AZ
• 11/2018 → 03/2020
  Pk Shabu
  Mesa, AZ
• 08/2018 → 11/2018
  Education At Work
  Tempe, AZ
• 05/2018 → 08/2018
  Unemployed
  Chandler, AZ
• 05/2017 → 05/2018
  Jersey Mike's
  Chandler, AZ
• 04/2017 → 05/2017
  Unemployed
  Chandler, AZ
• 01/2017 → 04/2017
  Arizona Inflatable Events
  Mesa, AZ
• 09/2016 → 12/2016
  Chik Fil A
  Chandler, AZ
• 01/2013 → 09/2016
  Full-Time Education
  Chandler, AZ
• 03/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-15
• S63 Uniform Securities Agent State Law Examination
  2023-04-24

Designations

• Certified Financial Planner