Justin angelo Quadra Heringer
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank SsbJul 2024 to now
- Charles Schwab & Co., Inc.Oct 2021 to now
- Western Governors UniversityMar 2020 to now
- Bay Area Entrepreneur Center of Skyline CollegeSep 2019 to Dec 2019
- Towne ParkSep 2017 to Dec 2018
- The City of Daly CityAug 2016 to Sep 2021
- Skyline CollegeAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7452582
- Firm CRD
- 5393