Jamie L Peek
Investment adviser representative at Charles Schwab Investment Management, Inc
10 yearsExperience
1 stateRegistered in
$1.7TFirm assets
36 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.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Charles Schwab Investment Management, IncJul 2020 to now
- Charles Schwab Investment Managment, Inc.Jul 2020 to now
- Wasmer SchroederJul 2019 to Jul 2020
- Wasmer, Schroeder & Company, Inc.Aug 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 6700792
- Firm CRD
- 106753