Italo Juan Zarate
Investment adviser representative at Charles Schwab & Co., Inc.
19 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
19 years in the industry.
- Charles Schwab & Co., Inc.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- BriklNov 2022 to Aug 2024
- Charles Schwab & Co., Inc.Apr 2021 to Oct 2022
- Chase BankNov 2018 to Apr 2021
- J.P. Morgan Securities, LLCNov 2018 to Apr 2021
- JP Morgan Chase Bank, N.ANov 2018 to Apr 2021
- Charles Schwab Bank, SsbJul 2007 to Nov 2018
- Charles Schwab & Co., Inc.Apr 2007 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 3076819
- Firm CRD
- 5393