Jacob Sims
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Jacob Sims Email & Phone Number

Financial Services Representative at Charles Schwab
Location: Keller, Texas, United States 11 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Charles Schwab
Role
Financial Services Representative
Location
Keller, Texas, United States
Company size
52767 employees

Who is Jacob Sims? Overview

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Quick answer

Jacob Sims is listed as Financial Services Representative at Charles Schwab, a company with 52767 employees, based in Keller, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jacob Sims.

Jacob Sims previously worked as Fidelity’s Securities Industry Essentials® (SIE®) Scholar at Fidelity Investments and Investment Club President at Olivet Nazarene University. Jacob Sims holds Financial Planning And Services from Olivet Nazarene University.

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Charles Schwab

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Profile bio

About Jacob Sims

Jacob Sims is a Financial Services Representative at Charles Schwab.

Current workplace

Jacob Sims's current company

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Charles Schwab
Charles Schwab
Financial Services Representative
Keller, TX, US
Website
fidelity.com
Employees
52767
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11 roles

Jacob Sims work experience

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Fidelity’S Securities Industry Essentials® (Sie®) Scholar

Current
Fidelity Investments

Westlake, Texas, United States

I'll be preparing for the SIE® Exam—an entry-level exam covering fundamental financial concepts. The program offers resources, study materials, and insights into career opportunities at Fidelity, with the goal of exploring a future role in the financial services industry.

Oct 2024 - Present

Server

Current
Gaylord Hotels

Grapevine, Texas, United States

May 2021 - Present

College Financial Representative

Northwestern Mutual

Dallas-Fort Worth Metroplex

May 2024 - Aug 2024
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

MF Mark Francescone Mark Francescone Colleague at Charles SchwabGreater Boston, United States View → DC Deirdre Cunningham Deirdre Cunningham Colleague at Charles SchwabMalden, Massachusetts, United States, United States View → BD Brett Dley Brett Dley Colleague at Charles SchwabToronto, Ontario, Canada, Canada View → AC Andrias Campbell Andrias Campbell Colleague at Charles SchwabHighland Park, Illinois, United States, United States View → MO Melissa O'Doherty Melissa O'Doherty Colleague at Charles SchwabProvidence, Rhode Island, United States, United States View → RK Revanth Kumar Revanth Kumar Colleague at Charles SchwabMontreal, Quebec, Canada, Canada View → BI Brad Ickenroth Brad Ickenroth Colleague at Charles SchwabUnited States, United States View → SR Sorin Roman Sorin Roman Colleague at Charles SchwabHampton Falls, New Hampshire, United States, United States View → YV Yuvaraj Vivekanandan Yuvaraj Vivekanandan Colleague at Charles SchwabApex, North Carolina, United States, United States View → LH Lingaraj Hb Lingaraj Hb Colleague at Charles SchwabBengaluru, Karnataka, India, India View →
3 education records

Jacob Sims education

FAQ

Frequently asked questions about Jacob Sims

Quick answers generated from the profile data available on this page.

What company does Jacob Sims work for?

Jacob Sims works for Charles Schwab.

What is Jacob Sims's role at Charles Schwab?

Jacob Sims is listed as Financial Services Representative at Charles Schwab.

Where is Jacob Sims based?

Jacob Sims is based in Keller, Texas, United States while working with Charles Schwab.

What companies has Jacob Sims worked for?

Jacob Sims has worked for Charles Schwab, Fidelity Investments, Olivet Nazarene University, Gaylord Hotels, and Fairfield Inn & Suites By Marriott.

Who are Jacob Sims's colleagues at Charles Schwab?

Jacob Sims's colleagues at Charles Schwab include Mark Francescone, Deirdre Cunningham, Brett Dley, Andrias Campbell, and Melissa O'Doherty.

How can I contact Jacob Sims?

You can use AeroLeads to view verified contact signals for Jacob Sims at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Jacob Sims attend?

Jacob Sims holds Financial Planning And Services from Olivet Nazarene University.

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