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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JE

Jacob Eunice

SCHWAB WEALTH ADVISORY
Lone Tree, CO 80124
Some features on this profile are disabled
CRD#: 6132732
JE

Professional summary

Jacob Eunice, who also goes by Jacob Tyler Eunice, Jacob Eunice, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Lone Tree, Colorado and CHARLES SCHWAB & CO., INC. located in Lone Tree, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jacob has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Tyler Eunice | Jacob Eunice

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Eunice's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 28, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124
RIA
CRD#: 159035
Lone Tree, CO
Current

April 15, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124
RIA
BD
CRD#: 5393
Lone Tree, CO
Past

September 1, 2023 - May 24, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 21, 2022 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

September 10, 2021 - June 14, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
COLORADO SPRINGS, CO
Past

August 12, 2021 - September 29, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
COLORADO SPRINGS, CO
Past

April 22, 2021 - June 30, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO
Past

February 14, 2019 - July 17, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PUEBLO, CO
Past

October 24, 2013 - March 19, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
LAKEWOOD, CO
Past

June 6, 2013 - March 19, 2015

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
LAKEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(4/15/2026)
IAR
Colorado
(4/28/2026)
RR
Texas
(4/15/2026)
IAR
Texas
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/14/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/19/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Lone Tree, CO 80124

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