Jermaine Jacobs is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and one year of industry experience. Prior to his current role starting in 2024, he worked for the Oregon Department of Corrections for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative-investment selection process.

Khurshed Sharifov is a financial advisor with Charles Schwab in Kennewick, WA, holding a Series 66 license and having 22 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for nearly a decade at Century Securities. Outside of his advisory role, Sharifov is a managing partner of Solar Spirits Distillery and serves on the advisory board for Washington State University’s Tri-Cities Carson College of Business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary advisory services and access to affiliated discretionary portfolios that utilize multi-asset model strategies and centralized operational support.