Joseph Loveless
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.May 2026 to now
- Charles Schwab Bank, SsbMay 2026 to now
- Charles Schwab Premier Bank, SsbMay 2026 to now
- Magnit GlobalNov 2025 to May 2026
- UnemployedSep 2024 to Oct 2025
- Sharper FutureMay 2024 to Aug 2024
- UnemployedSep 2023 to Apr 2024
- Dandy SandosMay 2022 to Aug 2023
- Full Time EducationAug 2021 to Jun 2024
- Full Time EducationJan 2020 to Jun 2021
- Full Time EducationAug 2018 to Dec 2019
- Mr. PicklesJun 2018 to Apr 2022
- UnemployedJan 2015 to May 2018
- Full Time EducationAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8189273
- Firm CRD
- 5393