Joseph Paul Chalifoux
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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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
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Oct 2025 to Nov 2025
- Empower Financial Services Inc.May 2021 to Aug 2025
- Simplicity Wealth, LLCMar 2020 to Apr 2021
- Oasis OutsourcingMar 2020 to Mar 2021
- N/aOct 2019 to Mar 2020
- DmiApr 2018 to Oct 2019
- Citizens Securities, Inc.Apr 2017 to Apr 2018
- TIAAMar 2015 to Apr 2017
- TIAA-CREF Individual & Institutional Services, LLCMar 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 2921789
- Firm CRD
- 5393