Joshua Adonaiy Villalta
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.Sep 2021 to now
- Charles Schwab Bank SsbSep 2021 to now
- Danville BrewingSep 2021 to Sep 2021
- Student - FulltimeJun 2021 to Aug 2021
- UnemployedMay 2021 to May 2021
- Wells Fargo Bank, NAMar 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCMar 2020 to Apr 2021
- J.P. Morgan Securities LLCSep 2018 to Mar 2020
- JPMorgan Chase Bank, N.A.Sep 2018 to Mar 2020
- Wells FargoAug 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7029406
- Firm CRD
- 5393