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Jake Thomas Kenny

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7835636

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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
CA RA APPROVED 2024-09-05
  • CA RA
    APPROVED
    Since 2024-09-05

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
Full Time Education Anaheim CA 05/2014 06/2018
Full-Time Education San Luis Obispo CA 09/2018 06/2023
Pr Construction Orange CA 06/2019 09/2019
Chipotle San Luis Obispo CA 07/2021 09/2021
Associated Students Inc. San Luis Obispo CA 03/2022 02/2023
Specialty Restaurants Corporation Costa Mesa CA 07/2022 09/2022
Greystar Stanton CA 04/2023 11/2023
Charles Schwab & Co., Inc. Irvine CA 12/2023 Present
Charles Schwab Bank, Ssb Irvine CA 12/2023 Present
  • 05/2014 → 06/2018
    Full Time Education
    Anaheim, CA
  • 09/2018 → 06/2023
    Full-Time Education
    San Luis Obispo, CA
  • 06/2019 → 09/2019
    Pr Construction
    Orange, CA
  • 07/2021 → 09/2021
    Chipotle
    San Luis Obispo, CA
  • 03/2022 → 02/2023
    Associated Students Inc.
    San Luis Obispo, CA
  • 07/2022 → 09/2022
    Specialty Restaurants Corporation
    Costa Mesa, CA
  • 04/2023 → 11/2023
    Greystar
    Stanton, CA
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04

View on SEC IAPD

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