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Julie Z Young

Charles Schwab & Co., Inc.

Austin, TX

Colmesneil, TX

CRD 4512465

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-10-22
  • TX RA
    APPROVED
    Since 2009-10-22

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

Colmesneil, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Austin TX 09/2009 Present
Previous Registrations
Other Businesses

1) Pine Ridge Electric LLC | Investment Related:No|Construction - Residential/Commercial/Office|Member / Owner|1/19/2023|Less than 20|0|Bookkeeping for Commercial / Residential Electrical Contractor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-09
  • S66 Uniform Combined State Law Examination
    2002-09-09
Other Names
  • Julie M. Zimmerman
  • Julie Marie Zimmerman

View on SEC IAPD

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