Jack Mishler

CRD 1916617 · Charles Schwab & Co., Inc. · Frisco, CO

IA RegisteredBroker

Also appears in the source record as: Jack Raymond Mishler Jr; Jack Mishler Jr; Jackie Mishler; Jackie R Mishler Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 6Series 26Series 66Series 63
Registered states (21): Arizona · California · Colorado · Connecticut · Florida · Hawaii · Idaho · Massachusetts · Minnesota · Missouri · New York · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Tennessee · Texas · Utah · Virginia · Washington
Years in the industry (source record): 35
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (7)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Frisco, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Frisco, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Frisco, CO · IA capacity

start not retrieved → present
Jackson National Life Distributors LLC
Denver, CO · BC capacity

Feb 9, 2005 → Jan 12, 2021
Phoenix Equity Planning Corporation
Hartford, CT · BC capacity

Oct 25, 1999 → Nov 12, 2004
Aetna Investment Services, Inc.
Windsor, CT · BC capacity

Oct 15, 1993 → Apr 30, 1999
Aetna Life Insurance And Annuity Company
Hartford, CT · BC capacity

Feb 7, 1989 → Oct 15, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1916617 ↗ FINRA BrokerCheck record for CRD 1916617 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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