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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Jesse Blaise

Advisor at CHARLES SCHWAB & CO., INC.

Phoenix, AZ

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Search this name across graphsid dfx:ria:1dac584c-b664-e213-4c56-85b5d8b70e25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 3, 2019
First registration: Jun 6, 2019
Dual registered: yes, broker-dealer
Other names: JESSE B SIEVERS|Jesse Kominak Sievers Blaise|Jesse Blaise Kominak|Jesse Sievers|Jesse Blaise Kominak Sievers|JESSE BLAISE SIEVERS|Jesse Blaise
IAPD individual key: 6986291

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	May 15, 2024	n/a	yes	Phoenix, AZ	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 13, 2021	Jun 22, 2022	no	Scottsdale, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 21, 2020	Sep 22, 2021	no	SCOTTSDALE, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 6, 2019	Dec 9, 2020	no	Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CHARLES SCHWAB & CO., INC.	Jun 22, 2022	May 15, 2024	693	Firm change after gap	Ibd to ibd
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 22, 2021	Oct 13, 2021	21	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	WELLS FARGO ADVISORS	Dec 9, 2020	Dec 21, 2020	12	Firm change	Ibd to wirehouse

Relationships

Registered with (3)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 6, 2019 to Dec 9, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 13, 2021 to Jun 22, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 21, 2020 to Sep 22, 2021factForm ADV

Dated events

Occurred
Jun 22, 2022
Advisor changed firm
Jesse Blaise left Raymond James Financial Services Advisors, Inc for Charles Schwab & Co., Inc. (registered 2024-05-15)
Form ADVobserved 4 days ago