James Ismael Aguilar

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

• 05/2007 → 12/2020
  Usaa Investment Services Company
  San Antonio, TX
• 01/2013 → 12/2018
  United Services Automobile Association
  San Antonio, TX
• 05/2019 → 06/2020
  Usaa Financial Advisors Inc
  San Antonio, TX
• 05/2019 → 03/2023
  Usaa Financial Planning Services
  San Antonio, TX
• 02/2012 → Present
  Lifetime Living
  San Antonio, TX
• 03/2023 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 03/2023 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Previous Registrations

• 2019-06-13 → 2020-12-22
  Usaa Investment Services Company
  St. Louis, MO
  San Antonio, TX
  Phoenix, AZ
• 2007-10-01 → 2018-12-20
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) Life Time Living | Investment Related:No|5425 N Loop 1604|San Antonio|Texas|78247|USA|Other|Respite Provider|3/11/2013|Less than 20|0|Provide Respite services to Special Needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-23
• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• James Aguilar