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Detailed Report
JACOB PHILLIP SCHILLER
JACOB SCHILLER
CRD#: 6708953
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2001 N MAIN ST STE 410
[WZ-RBO]
WALNUT CREEK, CA 94596
Registration History
20162017201820192020202120222023202420252026IAWELLS FARGO ADVISORS (CRD# 19616)2021 - Present (3 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2016 - Present (8 years)
License(s)

State Registrations

B
Arizona 3/22/2024
B
Montana 3/22/2024
B
Arkansas 4/2/2024
B
Nevada 3/22/2024
B
California 12/1/2016
B
New Jersey 3/22/2024
IA
California 8/9/2021
B
New Mexico 3/22/2024
B
Colorado 3/22/2024
B
New York 3/22/2024
B
Connecticut 4/2/2024
B
North Carolina 3/22/2024
B
Delaware 4/22/2024
B
Ohio 3/24/2024
B
District of Columbia 3/22/2024
B
Oklahoma 3/22/2024
B
Florida 3/22/2024
B
Oregon 3/22/2024
B
Georgia 3/22/2024
B
Pennsylvania 3/22/2024
B
Hawaii 3/22/2024
B
South Carolina 3/22/2024
B
Idaho 3/22/2024
B
South Dakota 3/22/2024
B
Illinois 3/22/2024
B
Tennessee 3/22/2024
B
Indiana 3/22/2024
B
Texas 3/22/2024
B
Kansas 3/22/2024
IA
Texas 3/23/2024
B
Kentucky 3/22/2024
B
Utah 3/22/2024
B
Maine 3/22/2024
B
Virgin Islands 1/21/2025
B
Maryland 3/22/2024
B
Virginia 3/22/2024
B
Massachusetts 3/22/2024
B
Washington 3/22/2024
B
Michigan 3/22/2024
B
Wisconsin 4/2/2024
B
Minnesota 6/10/2024
B
Wyoming 3/22/2024
B
Missouri 3/22/2024

SRO Registrations

B
 Cboe BZX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 NYSE Arca, Inc.
B
 NYSE Chicago, Inc.
B
 Nasdaq GEMX, LLC
B
 Nasdaq ISE, LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
2001 N MAIN ST STE 410 [WZ-RBO], WALNUT CREEK, CA 94596
Registered with this firm since 8/9/2021
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2001 N MAIN ST STE 410 [WZ-RBO], WALNUT CREEK, CA 94596
Registered with this firm since 11/21/2016
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.