Jakob Jenkins
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jakob Jenkins is an investment adviser representative with Charles Schwab & Co., Inc. in Lone Tree, CO, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 339
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of Colorado BoulderFeb 2023 – Jul 2023Boulder, CO
- Refr SportsSep 2022 – Jan 2023Boulder, CO
- Essex Financial ServicesMay 2022 – Aug 2022Denver, CO
- University of Colorado BoulderSep 2021 – Apr 2022Boulder, CO
- Lone Tree Golf Club and Hotel, South SuburbanMay 2021 – Aug 2021Lone Tree, CO
- University of Colorado BoulderSep 2020 – Apr 2021Boulder, CO
- Home DepotApr 2020 – Aug 2020Highlands Ranch, CO
- University of Colorado BoulderSep 2019 – Mar 2020Highlands Ranch, CO
- Cuba Cuba SandwicheriaApr 2019 – Aug 2019Highlands Ranch, CO
- Rock Canyon HighschoolMar 2018 – Mar 2019Highlands Ranch, CO
- Wahoo's Fish TacoSep 2017 – Feb 2018Highlands Ranch, CO
- Fidelity InvestmentsAug 2023 – Feb 2024Greenwood Village, CO
- Full Time EducationJan 2014 – Sep 2017Lone Tree, CO
- Charles Schwab & Co., Inc.Feb 2024 – no end date reportedLone Tree, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jakob Jenkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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