Johnluke Bongiorno
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 & Co., Inc.Feb 2026 to now
- Charles Schwab BankFeb 2026 to now
- Bank of America, N.A.Jul 2024 to Feb 2026
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2024 to Feb 2026
- Bridgewater DinerMay 2023 to Sep 2023
- Baycrest PartnersJun 2022 to Aug 2022
- Buffalo Wild WingsApr 2021 to Aug 2021
- Full Time EducationJun 2020 to May 2024
- Full Time EducationJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7946409
- Firm CRD
- 5393