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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)25 years in industry

Jeremy Todd Zeichner

Advisor at CHARLES SCHWAB & CO., INC.

Bloomington, IN

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Search this name across graphsid dfx:ria:bdee7012-b862-ddb0-fd74-2f5588dc5956

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 17, 2004 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: Mar 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Mar 12, 2001
First registration: Mar 17, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4340724

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	Jul 11, 2013	n/a	yes	Bloomington, IN	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 1, 2009	Jul 5, 2013	no	BLOOMINGTON, IN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 21, 2004	Jun 10, 2009	no	SARASOTA, FL\|SARASOTA, FL	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 17, 2004	Apr 7, 2004	no	CHARLOTTE, NC	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
ADVICE AND PLANNING SERVICES	CHARLES SCHWAB & CO., INC.	Jul 5, 2013	Jul 11, 2013	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVICE AND PLANNING SERVICES	Jun 10, 2009	Oct 1, 2009	113	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 7, 2004	Apr 21, 2004	14	Firm change	Other

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jul 11, 2013 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 1, 2009 to Jul 5, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 21, 2004 to Jun 10, 2009factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 17, 2004 to Apr 7, 2004factForm ADV

Dated events

No dated event names this entity yet.