Jeovanni Bautista
Investment adviser representative at Charles Schwab & Co., Inc.
5 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
5 years in the industry.
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2021 to now
- J.P. Morgan SecuritiesJan 2021 to Sep 2021
- JPMorgan Chase Bank, N.A.Jan 2021 to Sep 2021
- TD Ameritrade Investment Management, LLCJun 2018 to Jan 2021
- TD Ameritrade, IncMay 2016 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
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
- 6658874
- Firm CRD
- 5393