Jeremy Gee
Investment adviser representative at Charles Schwab & Co., Inc.
15 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
15 years in the industry.
- Charles Schwab & Co., Inc.Jun 2026 to now
- Charles Schwab BankJun 2026 to now
- Alex IcazaFeb 2026 to Jun 2026
- Northwestern Mutual Wealth Management CompanyFeb 2023 to Feb 2026
- Northwestern Mutual Investment Services LLCMar 2021 to Jun 2026
- Northwestern Mutual Life Insurance CompanyMar 2021 to Feb 2026
- UnemployedJun 2019 to Mar 2021
- Mendocino FarmsJan 2018 to Jun 2019
- UnemployedJan 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
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
- 7334995
- Firm CRD
- 5393