Jakob Jenkins

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2023 → 07/2023
  University Of Colorado Boulder
  Boulder, CO
• 09/2022 → 01/2023
  Refr Sports
  Boulder, CO
• 05/2022 → 08/2022
  Essex Financial Services
  Denver, CO
• 09/2021 → 04/2022
  University Of Colorado Boulder
  Boulder, CO
• 05/2021 → 08/2021
  Lone Tree Golf Club And Hotel, South Suburban
  Lone Tree, CO
• 09/2020 → 04/2021
  University Of Colorado Boulder
  Boulder, CO
• 04/2020 → 08/2020
  Home Depot
  Highlands Ranch, CO
• 09/2019 → 03/2020
  University Of Colorado Boulder
  Highlands Ranch, CO
• 04/2019 → 08/2019
  Cuba Cuba Sandwicheria
  Highlands Ranch, CO
• 03/2018 → 03/2019
  Rock Canyon Highschool
  Highlands Ranch, CO
• 09/2017 → 02/2018
  Wahoo's Fish Taco
  Highlands Ranch, CO
• 08/2023 → 02/2024
  Fidelity Investments
  Greenwood Village, CO
• 01/2014 → 09/2017
  Full Time Education
  Lone Tree, CO
• 02/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-10-10
• S63 Uniform Securities Agent State Law Examination
  2023-11-22

Other Names

• Jakob Daniel Jenkins