Justin Brad Mercier
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Justin Brad Mercier? Claim your profile
Contact this firm
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, SsbJan 2026 to now
- Charles Schwab & Co., Inc.Jan 2024 to now
- TD AmeritradeMar 2022 to Jun 2024
- Oldcastle BuildingenvelopeMay 2021 to Mar 2022
- Pete's On JohnstonOct 2020 to May 2021
- Bill Cassidy US SenatorJul 2020 to Oct 2020
- Eddie Rispone for GovernorAug 2019 to Nov 2019
- Epic Family Entertainment CenterSep 2018 to Dec 2020
- UnemployedMay 2018 to Sep 2018
- Sams ClubJul 2016 to May 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 (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
- 7513270
- Firm CRD
- 5393