Adviser and broker representative · Charles Schwab & Co., Inc.
Jacob T. Kennedy
CRD 6320449 · Colorado Springs, CO
At a glance
Jacob T. Kennedy is an investment adviser representative with Charles Schwab & Co., Inc. in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2016, about 9 years ago. Jacob is also registered as a broker representative.
Current advisory firm
- Charles Schwab & Co., Inc.Since September 2025Colorado Springs, CO · $0M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jacob’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
- 2 firmsLocked
- 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
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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 and FINRA BrokerCheck.