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Jesse Mink

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7908365

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-01
  • AZ RA
    APPROVED
    Since 2025-05-01

Branch Locations

2423 E Lincoln Rd, Phoenix, AZ 85016 • 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
Us House Of Representatives Washington DC 05/2022 08/2022
Department Of Defense Fort Belvoir VA 04/2018 08/2020
Us Senate Washington DC 05/2023 08/2023
Us Space And Rocket Center Huntsville AL 05/2021 08/2021
Full Time Education Tuscaloosa AL 08/2020 05/2021
Full Time Education Tuscaloosa AL 08/2021 05/2022
Unemployed Fort Belvoir VA 02/2015 04/2018
Charles Schwab Phoenix AZ 06/2024 08/2024
Full Time Education Tuscaloosa AL 08/2024 12/2024
Full Time Education Tuscaloosa AL 08/2022 05/2023
Full Time Education Tuscaloosa AL 08/2023 06/2024
Unemployed Montgomery AL 12/2024 02/2025
Charles Schwab & Co., Inc. Phoenix AZ 02/2025 Present
Schwab Wealth Advisory Inc Phoenix AZ 02/2025 Present
  • 05/2022 → 08/2022
    Us House Of Representatives
    Washington, DC
  • 04/2018 → 08/2020
    Department Of Defense
    Fort Belvoir, VA
  • 05/2023 → 08/2023
    Us Senate
    Washington, DC
  • 05/2021 → 08/2021
    Us Space And Rocket Center
    Huntsville, AL
  • 08/2020 → 05/2021
    Full Time Education
    Tuscaloosa, AL
  • 08/2021 → 05/2022
    Full Time Education
    Tuscaloosa, AL
  • 02/2015 → 04/2018
    Unemployed
    Fort Belvoir, VA
  • 06/2024 → 08/2024
    Charles Schwab
    Phoenix, AZ
  • 08/2024 → 12/2024
    Full Time Education
    Tuscaloosa, AL
  • 08/2022 → 05/2023
    Full Time Education
    Tuscaloosa, AL
  • 08/2023 → 06/2024
    Full Time Education
    Tuscaloosa, AL
  • 12/2024 → 02/2025
    Unemployed
    Montgomery, AL
  • 02/2025 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2025 → Present
    Phoenix, AZ
Other Businesses

1) US Army Reserves | Investment Related:No|7334 E Ulysses St |Mesa|AZ|85212|USA|Military|Platoon Leader|3/15/2025|Less than 20|0|I am a platoon leader in a signal reserve company in Mesa, AZ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-26
  • S66 Uniform Combined State Law Examination
    2025-04-26
Other Names
  • Jessse Mink
  • Jessse Mink

View on SEC IAPD

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