Javier Eduardo Moredo cepero
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jul 2020 to now
- Charles Schwab Bank, SsbJul 2020 to now
- Fidelity Brokerage Services LLCDec 2018 to Jun 2020
- Crowley Maritime IncMar 2018 to Dec 2018
- ST. Lukes, ST. Vincents HealthFeb 2017 to Mar 2018
- Roca Cleaning ServicesJan 2015 to Feb 2017
- Jacksonville UniversityAug 2014 to Dec 2018
- United States Navy ReservesMay 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7053127
- Firm CRD
- 5393