Jake
Gilliam

Charles Schwab & Co., Inc

CRD#4555358
Investment Advisor
in Boston, MA
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About this Advisor

Jake Gilliam is an advisor who is based out of Boston, Massachusetts. Currently a registered financial advisor at Charles Schwab & Co., Inc, they have gathered 13 years of work experience in the financial advisory industry. Gilliam maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Gilliam is registered to operate based out of Ohio. Over the course of their career, they have held roles at Charles Schwab Investment Management, Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is headquartered in Boston, Massachusetts, and has 370 additional brick-and-mortar locations throughout the country. Overall, Charles Schwab & Co., Inc employs more than 14,879 people. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc can offer financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

One International Place
Boston, MA 02110-2600

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

MA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Jake Gilliam Work History

Jake has 13 years of experience.

2015 - Present (4 years)

Charles Schwab & Co., Inc

2011 - 2014 (3 years)

Charles Schwab Investment Management

2008 - 2010 (2 years)

Charles Schwab Bank

2005 - 2010 (5 years)

Charles Schwab & Co., Inc

Disclosures

Jake Gilliam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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