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Jeremy Edward Decatur

Charles Schwab & Co., Inc.

Indianapolis, IN

CRD 3232571

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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
IN RA APPROVED 2026-07-14
  • IN RA
    APPROVED
    Since 2026-07-14

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • 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. Indianapolis IN 05/1999 01/2024
Unemployed Indianapolis IN 01/2024 06/2024
Insite Managed Solutions Cape Coral FL 06/2024 06/2024
Global Atlantic Financial Group Hartford CT 07/2024 11/2024
Charles Schwab & Co., Inc. Indianapolis IN 11/2024 Present
  • 05/1999 → 01/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2024 → 06/2024
    Unemployed
    Indianapolis, IN
  • 06/2024 → 06/2024
    Insite Managed Solutions
    Cape Coral, FL
  • 07/2024 → 11/2024
    Global Atlantic Financial Group
    Hartford, CT
  • 11/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
S63 Uniform Securities Agent State Law Examination 1999-11-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14
  • S63 Uniform Securities Agent State Law Examination
    1999-11-16
Other Names
  • Jeremy E Decatur
  • Jeremy Edward Decatur

View on SEC IAPD

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