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Jared Thomas Richardson

Charles Schwab & Co., Inc.

Lincoln, NE

Omaha, NE

CRD 6824978

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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
NE RA APPROVED 2022-10-05
  • NE RA
    APPROVED
    Since 2022-10-05

Branch Locations

Lincoln, NE • United States

200 S. 108 Ave, Omaha, NE 68154 • 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
Td Ameritrade Omaha NE 06/2017 04/2023
Nebraska Realty Omaha NE 01/2017 Present
Kum & Go Omaha NE 03/2009 05/2017
Charles Schwab & Co., Inc. Lincoln NE 04/2023 Present
  • 06/2017 → 04/2023
    Td Ameritrade
    Omaha, NE
  • 01/2017 → Present
    Nebraska Realty
    Omaha, NE
  • 03/2009 → 05/2017
    Kum & Go
    Omaha, NE
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Lincoln, NE
Previous Registrations
  • 2017-08-31 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
  • 2017-08-31 → 2019-06-26
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-30
  • S66 Uniform Combined State Law Examination
    2017-08-30

View on SEC IAPD

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