Investment adviser representative · Charles Schwab Investment Management, Inc.
Connor L. Jacobs
CRD 6691632 · Lone Tree, CO
At a glance
Connor L. Jacobs is an investment adviser representative with Charles Schwab Investment Management, Inc. in Lone Tree, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Connor’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Charles Schwab Investment Management, Inc.Since June 2023Lone Tree, CO · $1.72T in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Connor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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