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Jefferson Horn

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-21

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
Ciao's Pizza And Subs Nashua NH 07/2014 07/2018
Friends Of Kelly Ayotte Durham NH 04/2016 11/2016
Martingale Wharf Portsmouth NH 07/2017 07/2018
Applebees Dover NH 01/2018 06/2018
Boardwalk Inn Hampton NH 07/2018 10/2018
Olive Garden Newington NH 11/2018 06/2019
Fidelity Brokerage Services Llc Merrimack NH 09/2019 09/2020
Gwfs Equities, Inc. Greenwood Village CO 01/2022 07/2025
Doordash York ME 10/2020 11/2021
Charles Schwab & Co., Inc Boston MA 09/2025 Present
Charles Schwab Bank Boston MA 09/2025 Present
  • 07/2014 → 07/2018
    Ciao's Pizza And Subs
    Nashua, NH
  • 04/2016 → 11/2016
    Friends Of Kelly Ayotte
    Durham, NH
  • 07/2017 → 07/2018
    Martingale Wharf
    Portsmouth, NH
  • 01/2018 → 06/2018
    Applebees
    Dover, NH
  • 07/2018 → 10/2018
    Boardwalk Inn
    Hampton, NH
  • 11/2018 → 06/2019
    Olive Garden
    Newington, NH
  • 09/2019 → 09/2020
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 01/2022 → 07/2025
    Gwfs Equities, Inc.
    Greenwood Village, CO
  • 10/2020 → 11/2021
    Doordash
    York, ME
  • 09/2025 → Present
    Charles Schwab & Co., Inc
    Boston, MA
  • 09/2025 → Present
    Charles Schwab Bank
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
S63 Uniform Securities Agent State Law Examination 2019-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13
  • S63 Uniform Securities Agent State Law Examination
    2019-11-22
Other Names
  • Jefferson Freeman Andrew Horn
  • Jeffrey Freeman Andrew Horn

View on SEC IAPD

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Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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