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Jacob Daniel Brawner

Charles Schwab & Co., Inc.

Southlake, TX

Fort Worth, TX

CRD 7674896

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13

Branch Locations

1524 E. Southlake Blvd, Southlake, TX 76092-6421 • United States

409 Throckmorton St, Fort Worth, TX 76102 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Southlake TX 02/2023 Present
Btc White Settlement TX 04/2021 02/2023
Epic Supply Haltom City TX 07/2012 04/2021
Charles Schwab Bank Southlake TX 08/2025 Present
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 04/2021 → 02/2023
    Btc
    White Settlement, TX
  • 07/2012 → 04/2021
    Epic Supply
    Haltom City, TX
  • 08/2025 → Present
    Charles Schwab Bank
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-12
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2025-05-12
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28
Other Names
  • Daniel Brawner

View on SEC IAPD

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