Jacob J. Schreer

SCHWAB WEALTH ADVISORY

Jersey City, NJ 07302

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CRD#: 6342421

Professional summary

Jacob Justin Schreer, CFP®, who also goes by Jacob J Schreer, Jacob Schreer, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Jersey City, New Jersey and CHARLES SCHWAB & CO., INC. located in Jersey City, New Jersey.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jacob has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob J Schreer | Jacob Schreer

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.

American Residential Management Company, LLC 322 Route 46 West / United States/ No / Company / Start Date 2/1/2019/ No / No

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Justin Schreer'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 19, 2022 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 30 Hudson Street, Jersey City, NJ 07302

RIA

CRD#: 159035

Jersey City, NJ

Current

September 19, 2022 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 30 Hudson Street Floor 23, Jersey City, NJ 07302

RIA

CRD#: 5393

Jersey City, NJ

Past

June 17, 2016 - September 6, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

June 17, 2016 - September 6, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 17, 2015 - June 14, 2016

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

TEANECK, NJ

Past

August 15, 2014 - June 14, 2016

CALTON & ASSOCIATES, INC.

CRD#: 20999

TEANECK, NJ

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".

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.

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

Arizona
(11/2/2023)

California
(5/17/2023)

Colorado
(8/23/2023)

Connecticut
(9/19/2022)

Delaware
(2/7/2024)

Florida
(9/19/2022)

Georgia
(2/7/2024)

Iowa
(3/7/2024)

Maryland
(8/21/2024)

Massachusetts
(2/7/2024)

Minnesota
(8/23/2025)

Missouri
(2/28/2023)

New Hampshire
(8/23/2025)

New Jersey
(9/19/2022)

IAR

New Jersey
(9/22/2022)

New Mexico
(11/6/2024)

New York
(9/19/2022)

Ohio
(2/7/2024)

Oregon
(6/11/2024)

Pennsylvania
(9/19/2022)

South Carolina
(10/6/2023)

Tennessee
(2/7/2024)

Texas
(9/19/2022)

IAR

Texas
(9/19/2022)

Washington
(10/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2014

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

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)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

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.

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Firm Stability Insights

Jacob J. Schreer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2014

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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