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
Role
Financial Services Representative
Location
Keller, Texas, United States
Company size

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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Email format at Charles Schwab

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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
Employees
52767
AeroLeads page
11 roles

Jacob Sims work experience

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

Current

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

Grapevine, Texas, United States

May 2021 - Present

College Financial Representative

Dallas-Fort Worth Metroplex

May 2024 - Aug 2024
Team & coworkers

Colleagues at Charles Schwab

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3 education records

Jacob Sims education

FAQ

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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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