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Jeffrey Alan Eshleman

Charles Schwab & Co., Inc.

Miami, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-16
  • FL RA
    APPROVED
    Since 2025-01-16

Branch Locations

801 Brickell Ave Suite 640, Miami, FL 33131 • 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
Online Trading Academy New York NY 03/2016 04/2017
Great Point Capital, Llc Austin TX 04/2017 12/2017
Unemployed New York NY 01/2018 11/2018
T3 Trading Group, Llc New York NY 11/2018 09/2019
Advisory Group Equity Services, Ltd. Woburn MA 09/2019 04/2020
Great Point Capital, Llc Austin TX 04/2020 12/2021
Amadeo Global New York NY 01/2021 01/2024
Great Point Capital, Llc Austin TX 03/2024 08/2024
Charles Schwab & Co, Inc Miami FL 10/2024 Present
Charles Schwab Bank, Ssb Miami FL 10/2024 Present
  • 03/2016 → 04/2017
    Online Trading Academy
    New York, NY
  • 04/2017 → 12/2017
    Great Point Capital, Llc
    Austin, TX
  • 01/2018 → 11/2018
    Unemployed
    New York, NY
  • 11/2018 → 09/2019
    T3 Trading Group, Llc
    New York, NY
  • 09/2019 → 04/2020
    Advisory Group Equity Services, Ltd.
    Woburn, MA
  • 04/2020 → 12/2021
    Great Point Capital, Llc
    Austin, TX
  • 01/2021 → 01/2024
    Amadeo Global
    New York, NY
  • 03/2024 → 08/2024
    Great Point Capital, Llc
    Austin, TX
  • 10/2024 → Present
    Charles Schwab & Co, Inc
    Miami, FL
  • 10/2024 → Present
    Charles Schwab Bank, Ssb
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
S63 Uniform Securities Agent State Law Examination 2014-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29
  • S63 Uniform Securities Agent State Law Examination
    2014-09-12
Other Names
  • Jeff Eshleman
  • Jeffrey Alan Eshleman
  • Jeff Alan Eshleman

View on SEC IAPD

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Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL

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