Jacob Eunice
Financial advisor at Schwab Wealth Advisory, Inc. · Lone Tree, CO
Last updated 2026-10-10
Claim your profileJacob Eunice is a financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO, CRD 6132732. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2013-10-24.
Registration
- CRD number
- 6132732
- Registration status
- Active
- IAPD registration
- 2013-10-24
- Industry Experience
- 12 years
- Work Experience
- 10 years
- States registered
- CO, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2016-12 to 2018-10 · Wells Fargo Bank, NA · Pueblo, CO
- 2018-11 to 2019-07 · Wells Fargo Clearing Services, LLC · Pueblo, CO
- 2016-09 to 2016-12 · Unemployed · Pueblo, CO
- 2020-01 to 2021-06 · T Rowe Price · Colorado Springs, CO
- 2019-07 to 2019-11 · Federal Aviation Administration · Oklahoma City, OK
- 2019-11 to 2020-01 · Unemployed · Pueblo West, CO
- 2021-07 to 2022-06 · Stifel Nicolaus & Co Inc · Colorado Springs, CO
- 2021-09 to 2022-06 · Raymond James & Associates, Inc. · Colorado Springs, CO
- 2022-06 to 2022-09 · Unemployed · Colorado Springs, CO
- 2022-09 to 2024-05 · Sagepoint Financial, Inc. · Phoenix, AZ
- 2023-09 to 2024-05 · Osaic Wealth, Inc. · Jersey City, NJ
- 2024-05 to 2026-04 · Charles Schwab Investment Management · Lone Tree, CO
- 2026-04 to Present · Schwab Wealth Advisory, Inc · Lone Tree, CO
- 2026-04 to Present · Charles Schwab & Co, Inc · Lone Tree, CO
Current employment
- Schwab Wealth Advisory, Inc. · San Francisco, CA
Schwab Wealth Advisory, Inc.
- Registered advisors
- 1,684
- Offices
- 232
- Clients per advisor
- 0.0 (Low)
Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments
About
Jacob Eunice is a financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO. Reported securities licenses include Series 63 and Series 66. The latest record indicates 12 years of industry experience and 10 years of reported work history.
Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Schwab Wealth Advisory, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
9800 Schwab Way, Lone Tree, CO 80124
240 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 415-667-7000
Official record
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