Jesus Andrade

CRD 7565481 · Charles Schwab & Co., Inc. · Encino, CA

IA RegisteredBroker

Also appears in the source record as: Jesse Andrade; Jesus Andrade Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
Registered states (1): California
Years in the industry (source record): 3
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 7565481 contains one or more disclosure events as of Aug 20, 2026.

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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 (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Encino, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Encino, CA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Port Hueneme, CA · IA capacity

Dec 6, 2023 → Aug 14, 2025
J.P. Morgan Securities LLC
Port Hueneme, CA · BC capacity

Dec 5, 2023 → Aug 14, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thousand Oaks, CA · IA capacity

Feb 1, 2023 → Nov 30, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thousand Oaks, CA · BC capacity

Oct 17, 2022 → Nov 30, 2023

Source & corrections

Where this page comes from

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