Dawson James Janeski
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.Jan 2026 to now
- Charles Schwab Bank, SsbJan 2026 to now
- Cvs HealthJul 2025 to Jan 2026
- Rancho La Quinta Country ClubOct 2024 to Jun 2025
- Full Time EducationMay 2024 to Sep 2024
- Spearman Sports ClubsAug 2022 to May 2024
- Vector MarketingJul 2022 to Apr 2023
- Full Time EducationJun 2018 to May 2022
- Full Time EducationApr 2016 to May 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
- 8206864
- Firm CRD
- 5393