Jaime Jesus Godoy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2015 → 12/2023
  Charles Schwab Bank
  Phoenix, AZ

Previous Registrations

• 2013-02-26 → 2015-04-28
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  New York, NY
  Scottsdale, AZ
• 2010-08-11 → 2013-04-10
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
• 2007-10-23 → 2010-04-13
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 2006-12-11 → 2007-10-08
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

1) Cocoon Blanks | Investment Related:No|6996 W. Jackrabbit Ln|Peoria|AZ|85383|USA|Other|Owner|2/15/2017|Less than 20|0|Small business start up. Creating and selling custom hand crafted pens and pen blanks.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-06
• S63 Uniform Securities Agent State Law Examination
  1998-11-18

Other Names

• Jim Godoy
• Jimmy Godoy