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Robert Connelly Jackson

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-04
IN RA APPROVED 2020-11-10
  • TX RA
    APPROVED
    Since 2022-02-04
  • IN RA
    APPROVED
    Since 2020-11-10

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240-2482 • 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. Indianapolis IN 09/2006 Present
Schwab Wealth Advisory Inc Indianapolis IN 08/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-10
S63 Uniform Securities Agent State Law Examination 2007-05-31
  • S65 Uniform Investment Adviser Law Examination
    2020-11-10
  • S63 Uniform Securities Agent State Law Examination
    2007-05-31
Other Names
  • Robert Connelly Jackson
  • Robert Connelly Jackson
  • Robert Jackson

View on SEC IAPD

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