Jacob Schmidt is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-04-25 | present | Yes |
| FACET WEALTH, INC | 2025-01-21 | 2026-01-08 | — |
| VANGUARD ADVISERS, INC. | 2019-10-01 | 2025-01-27 | — |