Jasmine Jong Farnan

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

Authority	Category	Status	Date
FL	RA	APPROVED	2012-09-06

FL RA
APPROVED

Since 2012-09-06

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Plantation, FL • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Plantation	FL	11/2004	Present
Charles Schwab Bank, Ssb	Plantation	FL	11/2004	Present
Charles Schwab Premiere Bank	Plantation	FL	03/2022	Present
Charles Schwab Trust Bank	Plantation	FL	03/2022	Present

11/2004 → Present

Charles Schwab & Co., Inc.

Plantation, FL
11/2004 → Present

Charles Schwab Bank, Ssb

Plantation, FL
03/2022 → Present

Charles Schwab Premiere Bank

Plantation, FL
03/2022 → Present

Charles Schwab Trust Bank

Plantation, FL

Other Businesses

1)Start date 01/01/2021 Rental property, owner, Las Vegas, NV landlord, hours less than 20, (2) Start date 01/01/2021 Rental property, owner, Myrtle,Beach, CA landlord, hours less than 20, (3) 01/01/2021Rental property, owner, Marco Island, FL, landlord, hours less than 20,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-09-04
S63	Uniform Securities Agent State Law Examination	2003-10-27

S66 Uniform Combined State Law Examination

2012-09-04
S63 Uniform Securities Agent State Law Examination

2003-10-27

Other Names

Jasmine Jong

View on SEC IAPD