Joshua Gravois
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Charles Schwab BankFeb 2026 to now
- T Rowe PriceJul 2024 to Jan 2026
- Charles Schwab & Co., Inc.Jul 2023 to Jul 2024
- FirstbankJun 2022 to Aug 2022
- Wcg IncJan 2022 to Apr 2022
- Usaf ReservesFeb 2020 to Feb 2024
- Full Time EducationJan 2020 to May 2023
- UsafMay 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7736657
- Firm CRD
- 5393