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Jacob Schmidt

Schwab Wealth Advisory, Inc.

Charlotte, NC

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-25
  • NC RA
    APPROVED
    Since 2026-04-25

Branch Locations

Charlotte, NC • 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
The Vanguard Group, Inc. Charlotte NC 01/2018 01/2025
Midwood Smokehouse Charlotte NC 10/2017 01/2021
Smoke Bbq Charlotte NC 09/2017 10/2017
Unemployed Charlotte NC 05/2017 09/2017
Convergence Medical Staffing Charlotte NC 08/2016 05/2017
Self Employed Charlotte NC 06/2019 06/2023
Facet West Palm Beach FL 01/2025 01/2026
Charles Schwab & Co., Inc. Charlotte NC 04/2026 Present
Schwab Wealth Advisory, Inc. Charlotte NC 04/2026 Present
  • 01/2018 → 01/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2017 → 01/2021
    Midwood Smokehouse
    Charlotte, NC
  • 09/2017 → 10/2017
    Smoke Bbq
    Charlotte, NC
  • 05/2017 → 09/2017
    Unemployed
    Charlotte, NC
  • 08/2016 → 05/2017
    Convergence Medical Staffing
    Charlotte, NC
  • 06/2019 → 06/2023
    Self Employed
    Charlotte, NC
  • 01/2025 → 01/2026
    Facet
    West Palm Beach, FL
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Charlotte, NC
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12
Designations
Other Names
  • Jake Schmidt
  • Jacob Schmidt
  • Jacob Louis Schmidt

View on SEC IAPD

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