Megan Anna Gunn
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2021 to now
- UnemployedFeb 2020 to Sep 2021
- First Republic BankApr 2019 to Jan 2020
- First Republic Securities Company, LLCApr 2019 to Jan 2020
- Traveling/unemployedOct 2018 to Mar 2019
- J.P. Morgan Securities LLCNov 2017 to Sep 2018
- JPMorgan Chase Bank, NANov 2017 to Sep 2018
- J.P. Morgan Securities LLCMar 2015 to Oct 2017
- JPMorgan Chase Bank, NAMar 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3020472
- Firm CRD
- 5393