James Ismael Aguilar
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.Mar 2023 to now
- Charles Schwab Bank, SsbMar 2023 to now
- Lifetime LivingFeb 2012 to now
- USAA Financial Planning ServicesMay 2019 to Mar 2023
- USAA Financial Advisors IncMay 2019 to Jun 2020
- United Services Automobile AssociationJan 2013 to Dec 2018
- USAA Investment Services CompanyMay 2007 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2026
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
- 5342304
- Firm CRD
- 5393