Jeffrey David Cote
Investment adviser representative at Charles Schwab & Co., Inc.
17 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Jeffrey David Cote? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
17 years in the industry.
- Visual ConceptsMay 2017 to now
- Local Theater PerformerDec 2013 to now
- Ae CastingFeb 2013 to now
- Own Residential Real Estate RentalMay 2012 to now
- Charles Schwab BankJan 2009 to now
- Charles Schwab & Co., Inc.Sep 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675995
- Firm CRD
- 5393