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Jamison Cremeans

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7906448

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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
CO RA APPROVED 2026-02-23
  • CO RA
    APPROVED
    Since 2026-02-23

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Longhorn Steakhouse Fort Collins CO 01/2023 05/2024
Red Lobster Fort Collins CO 10/2022 12/2022
Unemployed N/A CO 04/2022 09/2022
Coffee Plantation Scottsdale AZ 09/2021 03/2022
Starbucks Corporation Castle Rock CO 09/2018 08/2021
Barnes And Noble Lone Tree CO 07/2018 08/2018
Full Time Education N/A CO 05/2014 07/2018
Charles Schwab & Co., Inc Lone Tree CO 05/2024 Present
  • 01/2023 → 05/2024
    Longhorn Steakhouse
    Fort Collins, CO
  • 10/2022 → 12/2022
    Red Lobster
    Fort Collins, CO
  • 04/2022 → 09/2022
    Unemployed
    N/A, CO
  • 09/2021 → 03/2022
    Coffee Plantation
    Scottsdale, AZ
  • 09/2018 → 08/2021
    Starbucks Corporation
    Castle Rock, CO
  • 07/2018 → 08/2018
    Barnes And Noble
    Lone Tree, CO
  • 05/2014 → 07/2018
    Full Time Education
    N/A, CO
  • 05/2024 → Present
    Charles Schwab & Co., Inc
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
S63 Uniform Securities Agent State Law Examination 2024-08-23
  • S66 Uniform Combined State Law Examination
    2026-02-23
  • S63 Uniform Securities Agent State Law Examination
    2024-08-23

View on SEC IAPD

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