Jorge Ivan Pereira

CRD 5120781 · Charles Schwab & Co., Inc. · Austin, TX

IA RegisteredBroker

Also appears in the source record as: Jorge Pereira

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (14)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Austin, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Oveido, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Austin, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Oveido, FL · IA capacity

start not retrieved → present
Onedigital Investment Advisors
Orlando, FL · IA capacity

Aug 3, 2015 → Mar 22, 2024
Triad Advisors LLC
Orlando, FL · BC capacity

Feb 27, 2017 → Mar 21, 2024
Lpl Financial LLC
Winter Park, FL · BC capacity

Jun 29, 2015 → Mar 2, 2017
Suntrust Investment Services, Inc.
Orlando, FL · IA capacity

Jun 18, 2012 → Jul 2, 2015
Suntrust Investment Services, Inc.
Orlando, FL · BC capacity

Jun 15, 2012 → Jul 2, 2015
Chase Investment Services Corp.
Orlando, FL · IA capacity

Dec 2, 2009 → Jun 12, 2012
Chase Investment Services Corp.
Orlando, FL · BC capacity

Nov 27, 2009 → Jun 12, 2012
Mml Investors Services, Inc.
Ft Lauderdale, FL · IA capacity

May 11, 2007 → Nov 3, 2009
Mml Investors Services, Inc.
Ft Lauderdale, FL · BC capacity

Nov 28, 2006 → Nov 3, 2009
Axa Advisors, LLC
Ft. Lauderdale, FL · BC capacity

Jul 31, 2006 → Nov 22, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5120781 ↗ FINRA BrokerCheck record for CRD 5120781 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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