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Jake Martin Gilliam

Charles Schwab & CO., Inc.

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About Jake Martin Gilliam

Jake Martin Gilliam is a financial advisor with Charles Schwab & CO., Inc. Jake has been in the financial services industry since 2004 and has experience in providing financial advice and investment management services. Jake holds the Series 66, Series 7, Series 86 and Series 87 licenses. Jake is also a Chartered Financial Analyst.

Firm Information

Jake Gilliam is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jake Gilliam’s Registration & Firm History

CA

06/05/2023 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

OH

08/12/2015 - 09/16/2020

CHARLES SCHWAB & CO., INC. (Richfield OH)

OH

04/27/2005 - 12/15/2010

CHARLES SCHWAB & CO., INC. (RICHFIELD OH)

OH

10/18/2004 - 04/15/2005

FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)

TX

01/01/2004 - 10/08/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/30/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jake Martin Gilliam.
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