Jacob Liggett

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

• 09/2022 → 02/2023
  Culver's
  Westfield, IN
• 05/2022 → 09/2022
  Unemployed
  Westfield, IN
• 06/2019 → 08/2019
  Schaaf Cpa Group
  Westfield, IN
• 08/2018 → 05/2022
  Purdue Dining And Culinary
  West Lafayette, IN
• 12/2016 → 08/2018
  Culver's
  Westfield, IN
• 02/2013 → 12/2016
  Unemployed
  Westfield, IN
• 02/2023 → Present
  Charles Schwab Co., Inc.
  Indianapolis, IN
• 06/2020 → 08/2020
  Smc Corporation Of America
  Noblesville, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2023-06-22