Kevin A. Voorhees
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Kevin A. Voorhees? 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
11 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab Bank, SsbMay 2026 to now
- J.P. Morgan Institutional Investments Inc.Feb 2022 to Apr 2026
- J.P. Morgan Investment Management Inc.Feb 2022 to Apr 2026
- Blackrock Investment Management, LLCOct 2015 to Jan 2022
- BlackrockAug 2015 to Jan 2022
- Blackrock Investments, LLCAug 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6549763
- Firm CRD
- 5393