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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)9 years in industry

Jacob Vigneau

Advisor at CHARLES SCHWAB & CO., INC.

Hingham, MA | Chestnut Hill, MA

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Search this name across graphsid dfx:ria:cd9e173f-8072-0620-7d77-6514cf349918

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2017 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: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 26, 2017
First registration: Feb 6, 2017
Dual registered: yes, broker-dealer
Other names: JACOB MATTHEW VIGNEAU|JACOB M VIGNEAU
IAPD individual key: 6657429

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	Apr 3, 2025	n/a	yes	Chestnut Hill, MA\|Hingham, MA	Current employment
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Jun 3, 2021	Mar 21, 2025	no	Boston, MA\|Boston, MA\|Weymouth, MA	Previous registration
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	May 14, 2021	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 31, 2020	Dec 31, 2020	no	BOSTON, MA	Previous registration
ALLIANZ GLOBAL INVESTORS U.S. LLC	Former SEC adviser	Oct 26, 2018	Aug 27, 2020	no	NEW YORK, NY	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 6, 2017	Oct 10, 2018	no	Marlborough, MA	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
ALLSPRING FUNDS MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Mar 21, 2025	Apr 3, 2025	13	Firm change	Other
AMUNDI ASSET MANAGEMENT US, INC.	ALLSPRING FUNDS MANAGEMENT, LLC	May 14, 2021	Jun 3, 2021	20	Firm change	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
ALLIANZ GLOBAL INVESTORS U.S. LLC	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Aug 27, 2020	Aug 31, 2020	4	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ALLIANZ GLOBAL INVESTORS U.S. LLC	Oct 10, 2018	Oct 26, 2018	16	Firm change	Other

Relationships

Registered with (6)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 3, 2021 to Mar 21, 2025factForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to May 14, 2021factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 31, 2020 to Dec 31, 2020factForm ADV
→ ALLIANZ GLOBAL INVESTORS U.S. LLCRegistered adviserregistration: previous registration
Oct 26, 2018 to Aug 27, 2020factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 6, 2017 to Oct 10, 2018factForm ADV

Dated events

Occurred
Mar 21, 2025
Advisor changed firm
Jacob Vigneau left Allspring Funds Management, Llc for Charles Schwab & Co., Inc. (registered 2025-04-03)
Form ADVobserved 6 days ago