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Jacob F Newsome

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 6708449

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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
AZ RA APPROVED 2023-06-02
CA RA APPROVED 2021-11-24
  • AZ RA
    APPROVED
    Since 2023-06-02
  • CA RA
    APPROVED
    Since 2021-11-24

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Usaa Financial Advisors Inc. Phoenix AZ 09/2016 04/2019
Usaa Financial Planning Services Phoenix AZ 09/2016 11/2016
Usaa Financial Planning Services Phoenix AZ 11/2016 04/2019
Usaa Investment Management Company Phoenix AZ 09/2018 04/2019
Massmutual Springfield MA 04/2019 10/2021
Mml Investors Services, Llc Phoenix AZ 05/2019 10/2021
Charles Schwab & Co., Inc. Phoenix AZ 10/2021 Present
Charles Schwab Bank, Ssb Phoenix AZ 10/2021 Present
  • 09/2016 → 04/2019
    Usaa Financial Advisors Inc.
    Phoenix, AZ
  • 09/2016 → 11/2016
    Usaa Financial Planning Services
    Phoenix, AZ
  • 11/2016 → 04/2019
    Usaa Financial Planning Services
    Phoenix, AZ
  • 09/2018 → 04/2019
    Usaa Investment Management Company
    Phoenix, AZ
  • 04/2019 → 10/2021
    Massmutual
    Springfield, MA
  • 05/2019 → 10/2021
    Mml Investors Services, Llc
    Phoenix, AZ
  • 10/2021 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-18
S63 Uniform Securities Agent State Law Examination 2016-11-08
  • S66 Uniform Combined State Law Examination
    2018-09-18
  • S63 Uniform Securities Agent State Law Examination
    2016-11-08
Other Names
  • Jacob Fitzgerald Newsome

View on SEC IAPD

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Nearby Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton

Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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