Charles Schwab & Co., Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 5393
- SEC number
- 801-29938
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
- Phone
- 415-667-7000
- Address
- 425 Market Street, San Francisco, CA, 94105
Advisors at this firm
17,048 in our index · page 149 of 341
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Floyd JaundooCRD 7645058 · Westlake, TXIA RegisteredBroker
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Daisy JaureguiCRD 7213746 · Westlake, TXBrokerDisclosure event(s) on record
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Jason J JavurekCRD 5898622 · Westlake, TXBroker
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Dylan JayasekeraCRD 7578209 · Menlo Park, CAIA RegisteredBroker
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Kristina L JeffriesCRD 4181222 · Orlando, FLIA RegisteredBrokerDisclosure event(s) on record
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Michael Christopher JeffriesCRD 7537323 · St Louis, MOIA RegisteredBroker
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Erik Matthew JenburyCRD 7688217 · Charlottesville, VAIA RegisteredBroker
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Deanna Linn JenkinsCRD 2097056 · Richfield, OHIA RegisteredBroker
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Michael Jevon JenkinsCRD 2911223 · Indianapolis, INBroker
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Laura Jean JennerjohnCRD 2772145 · St Louis, MOBroker
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Amber JenningsCRD 7813473 · Lone Tree, COBrokerDisclosure event(s) on record
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Andrew Lynn JenningsCRD 7674326 · Lone Tree, COBroker
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David JenningsCRD 6217289 · Omaha, NEIA RegisteredBroker
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Johnathan Russell JenningsCRD 7282687 · Lone Tree, COBroker
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Natalya JenningsCRD 6914049 · Chicago, ILIA RegisteredBroker
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Roman Daniel JenningsCRD 8047302 · Indianapolis, INBroker
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Brent Donald JensenCRD 3073129 · Omaha, NEBrokerRegistration inactive
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John JensenCRD 7726668 · Lone Tree, COBroker
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Levi Robert JensenCRD 7936888 · Lone Tree, COBroker
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Lori Khoury JensenCRD 6913354 · Fairfield, CTIA RegisteredBroker
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Morgan JensenCRD 8206720 · Lone Tree, COBroker
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Allison Eliza JentschCRD 7418074 · Chesterfield, MOIA RegisteredBroker
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Jae JeongCRD 7653767 · Orange Village, OHIA RegisteredBroker
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Nolan Dean JeppesenCRD 8212657 · Westlake, TXBroker
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Jamie Lee Jeremiah LievertzCRD 8069456 · Indianapolis, INBroker
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Michaela Waugh JesionowskiCRD 6588277 · Chicago, ILBroker
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Ashley N JeskoCRD 7011369 · Westlake, TXIA RegisteredBroker
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Gary Lamar JesterCRD 5007179 · Mountain Brook, ALIA RegisteredBroker
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Jason JiangCRD 8047775 · Orlando, FLBroker
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Xiao Lu JiangCRD 6798911 · Pleasanton, CAIA RegisteredBroker
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Cesar Aaron JimenezCRD 7312594 · Chicago, ILBroker
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Margaret Alice JimenezCRD 6747708 · Lone Tree, COBroker
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Carlos Javier Jimenez VelezCRD 8036201 · Lone Tree, COIA RegisteredBroker
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Leon JinCRD 7965838 · Phoenix, AZBroker
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Derek James JochumCRD 7272168 · Omaha, NEBroker
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Terrence Michael JoebchenCRD 6980845 · Lone Tree, COIA RegisteredBroker
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Joshua JohannsenCRD 7588207 · Indianapolis, INIA RegisteredBroker
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Jeffrey Michael JohnsCRD 7240471 · St Louis, MOBroker
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Alexander Ethridge JohnsonCRD 7413153 · Peoria, AZIA RegisteredBroker
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Andrew Joseph JohnsonCRD 6990668 · Radnor, PAIA RegisteredBroker
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Angela Ann JohnsonCRD 4158875 · Orlando, FLBrokerDisclosure event(s) on record
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Anthony Corey JohnsonCRD 6765490 · Omaha, NEBroker
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Ashley Dawn JohnsonCRD 7930394 · Omaha, NEBroker
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Ashley JohnsonCRD 7724388 · Westlake, TXBroker
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Brett Alan JohnsonCRD 5484043 · Westlake, TXBroker
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Brittany Rae Watland JohnsonCRD 5871033 · Phoenix, AZBroker
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Brooke Lynn JohnsonCRD 8049507 · Omaha, NEBroker
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Bryce Joshua JohnsonCRD 7836168 · Phoenix, AZIA RegisteredBroker
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Calyn Gregory JohnsonCRD 7542235 · Westlake, TXBroker
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Catherine A JohnsonCRD 5423304 · Westlake, TXIA RegisteredBroker
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
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Data compiled Aug 27, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.