Jimmy D Lin

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

• 04/2015 → 03/2019
  Fidelity Investments
  Torrance, CA
• 07/2018 → 03/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2019 → 12/2022
  Td Ameritrade, Inc.
  Irvine, CA
• 04/2015 → 03/2019
  Fidelity Investments
  Mission Viejo, CA
• 04/2019 → 12/2022
  Td Ameritrade Investment Management, Llc
  Irvine, CA
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Irvine, CA
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Irvine, CA

Previous Registrations

• 2019-04-04 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Irvine, CA
  Irvine, CA
• 2019-04-04 → 2022-10-14
  Td Ameritrade, Inc.
  Irvine, CA
  Omaha, NE
• 2018-07-13 → 2019-03-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-07-08 → 2018-07-13
  Strategic Advisers Llc
  Torrance, CA

Other Businesses

1) Rental Property | Investment Related:No|774 E. Valencia St. |ANAHEIM|California|92805|USA|Rental Services (Other than Real Estate)|Owner/Landlord|11/1/2019|Less than 20|0.000000|homeowner duties like upkeep and making mtg payments

Exams

• S66 Uniform Combined State Law Examination
  2015-05-29
• S63 Uniform Securities Agent State Law Examination
  2004-09-10

Other Names

• Jimmy Dao Lin
• Jimmy Lin