Jesus Andrade
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Sep 2025 to now
- Charles Schwab BankSep 2025 to now
- J.P. Morgan Securities LLCNov 2023 to Sep 2025
- JPMorgan Chase Bank, N.A.Nov 2023 to Sep 2025
- Bank of America N.A.May 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Nov 2023
- UnemployedFeb 2022 to Apr 2022
- AaaMar 2021 to Jan 2022
- SpectrumDec 2020 to Feb 2021
- Sprint/t MobileJun 2018 to Dec 2020
- Del TacoMay 2018 to Jul 2018
- UnemployedSep 2017 to Apr 2018
- Aptive EnviromentalApr 2015 to Aug 2017
Exams passed
- 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
- 7565481
- Firm CRD
- 5393