Arely Leon mejia
Investment adviser representative at Charles Schwab & Co., Inc.
8 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
8 years in the industry.
- Charles Schwab & Co., Inc.Oct 2020 to now
- Charles Schwab Bank, SsbOct 2020 to now
- TD Ameritrade Investment Management, LLC.Jan 2023 to Jun 2024
- TD Ameritrade, Inc.Jan 2023 to Jun 2024
- JP Morgan Chase Bank, N.A.Apr 2019 to Oct 2020
- JP Morgan Securities LLCApr 2019 to Oct 2020
- Synapse Technology CorporationNov 2018 to Mar 2019
- Yelp Inc.Oct 2018 to Nov 2018
- UnemployedJul 2018 to Sep 2018
- UnemployedJun 2018 to Jun 2018
- SvacademyJan 2018 to May 2018
- TalendJan 2018 to May 2018
- UnemployedFeb 2017 to Dec 2017
- TargetDec 2016 to Jan 2017
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
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
- 7098472
- Firm CRD
- 5393