Joshua Keith Manners
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Nov 2025 to now
- Charles Schwab Bank, SsbNov 2025 to now
- Ameriprise Financial Services, LLCJun 2023 to Nov 2025
- Morgan Stanley Smith Barney LLCJan 2022 to Jun 2023
- Ultimus Fund Distributors, LLCOct 2018 to Jan 2022
- Ultimus Fund Solutions, LLCOct 2018 to Jan 2022
- Ohio National EquitiesDec 2016 to Oct 2018
- Ohio National Financial ServicesOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6727005
- Firm CRD
- 5393