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Jacob Zoller

Charles Schwab & Co., Inc.

Walnut Creek, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-20
  • CA RA
    APPROVED
    Since 2023-06-20

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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. Walnut CA 03/2023 Present
Unemployed Davis CA 12/2022 03/2023
Ivar's Salmon House Seattle WA 06/2022 12/2022
Unemployed Seattle WA 10/2021 06/2022
Ivar's Salmon House Seattle WA 05/2021 10/2021
Full-Time Education Seattle WA 10/2020 05/2021
Ivar's Salmon House Seattle WA 01/2018 10/2020
Full-Time Education Seattle WA 09/2017 01/2018
Ivar's Fish Bar - Mukilteo Mukilteo WA 06/2017 09/2017
Full-Time Education Everett WA 09/2016 06/2017
Ivar's Fish Bar Mukilteo Mukilteo WA 05/2016 09/2016
Charles Schwab Bank Ssb Walnut Creek CA 03/2024 Present
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Walnut, CA
  • 12/2022 → 03/2023
    Unemployed
    Davis, CA
  • 06/2022 → 12/2022
    Ivar's Salmon House
    Seattle, WA
  • 10/2021 → 06/2022
    Unemployed
    Seattle, WA
  • 05/2021 → 10/2021
    Ivar's Salmon House
    Seattle, WA
  • 10/2020 → 05/2021
    Full-Time Education
    Seattle, WA
  • 01/2018 → 10/2020
    Ivar's Salmon House
    Seattle, WA
  • 09/2017 → 01/2018
    Full-Time Education
    Seattle, WA
  • 06/2017 → 09/2017
    Ivar's Fish Bar - Mukilteo
    Mukilteo, WA
  • 09/2016 → 06/2017
    Full-Time Education
    Everett, WA
  • 05/2016 → 09/2016
    Ivar's Fish Bar Mukilteo
    Mukilteo, WA
  • 03/2024 → Present
    Charles Schwab Bank Ssb
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-17
  • S66 Uniform Combined State Law Examination
    2023-06-17

View on SEC IAPD

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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