Joseph Ramirez
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
4 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jan 2023 to now
- Charles Schwab Bank, SsbJan 2023 to now
- TD AmeritradeMay 2022 to Jun 2024
- Fidelity Brokerage Services LLCFeb 2020 to May 2022
- J.P. Morgan ChaseJul 2018 to Feb 2020
- Action Property ManagementJan 2018 to Jun 2018
- Home DepotJun 2017 to Jan 2018
- California State University Los AngelesSep 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, 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
- 7237345
- Firm CRD
- 5393