Best Investors Account Sign in

Jeffrey Michael Warner

Charles Schwab & Co., Inc.

Columbus, OH

Dublin, OH

CRD 6691737

Claim This Profile
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
OH RA APPROVED 2024-09-03
  • OH RA
    APPROVED
    Since 2024-09-03

Branch Locations

277 W. Nationwide Blvd., Columbus, OH 43215-9737 • United States

6634 Riverside Drive, Dublin, OH 43017 • 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. Lone Tree CO 08/2016 08/2021
Ohio State University Wexner Medical Center Columbus OH 08/2021 11/2021
Fairfield Medical Center Lancaster OH 11/2021 04/2022
Fidelity Investments Lancaster OH 05/2022 05/2023
Charles Schwab & Co., Inc. Dublin OH 01/2024 Present
Bbi Logistics Grandview OH 05/2023 12/2023
Charles Schwab Bank, Ssb Dublin OH 06/2024 Present
  • 08/2016 → 08/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2021 → 11/2021
    Ohio State University Wexner Medical Center
    Columbus, OH
  • 11/2021 → 04/2022
    Fairfield Medical Center
    Lancaster, OH
  • 05/2022 → 05/2023
    Fidelity Investments
    Lancaster, OH
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Dublin, OH
  • 05/2023 → 12/2023
    Bbi Logistics
    Grandview, OH
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Dublin, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2016-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2016-11-21
Other Names
  • Jeff Warner
  • Jeffrey Michael Warner
  • Jeffrey Warner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Nearby Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

More in Columbus, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor