Somer Al-juma
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Somer Al-juma? 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.Jul 2021 to now
- Charles Schwab Bank, SsbJul 2021 to now
- TD Ameritrade, Inc.Aug 2018 to Nov 2023
- Banana RepublicMay 2018 to Aug 2018
- Loft OutletMay 2018 to Aug 2018
- Florida State UniversityAug 2017 to May 2019
- Village InnMay 2017 to Aug 2017
- CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7036877
- Firm CRD
- 5393