James Taylor Ray
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.Mar 2023 to now
- Moxies PlanoAug 2022 to now
- Royal Chambers LLCMar 2022 to Aug 2024
- SedgwickOct 2021 to Feb 2023
- Pressed JuicerySep 2020 to Nov 2021
- Pyrefire TablesApr 2020 to Feb 2023
- Pappadeaux Seafood KitchenMar 2018 to Oct 2020
- Johnson County Chem DryNov 2017 to Nov 2018
- White Lodging Hotel Management Hyatt HouseFeb 2017 to Nov 2017
- UnemployedMar 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State 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
- 7704876
- Firm CRD
- 5393