Nehemiah L. Jefferson
Professional summary
Nehemiah Lavon Jefferson, who also goes by Nehemiah L Jefferson, Nehemiah Lavon Jefferson, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas.
Nehemiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nehemiah has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nehemiah Lavon Jefferson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262-8104March 21, 2026 - May 7, 2026
CHARLES SCHWAB & CO., INC.
February 23, 2006 - March 1, 2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
June 10, 2004 - August 26, 2005
NATCITY INVESTMENTS, INC.
September 22, 2003 - April 30, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
May 2, 2003 - August 12, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 14, 2001 - February 13, 2003
PFS INVESTMENTS INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2026)
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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