Jake Meyer

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 05/2022 → 08/2023
  Copper Creek Construction
  Denver, CO
• 11/2022 → 05/2024
  Whole Foods Market
  Boulder, CO
• 05/2019 → 09/2021
  Front Range Recreation
  Parker, CO
• 12/2016 → 06/2021
  I9 Sports
  Aurora, CO
• 09/2021 → 05/2022
  Full Time Education
  Boulder, CO
• 05/2024 → 07/2024
  Unemployed
  Idaho Springs, CO
• 06/2014 → 05/2020
  Full Time Education
  Aurora, CO
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2026 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18
• S63 Uniform Securities Agent State Law Examination
  2024-11-26