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Joe Luis Jasso

Charles Schwab & Co., Inc.

San Antonio, TX

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-14
  • TX RA
    APPROVED
    Since 2022-03-14

Branch Locations

San Antonio, TX • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Usaa Investment Management Company San Antonio TX 08/2015 05/2020
Charles Schwab & Co., Inc. San Antonio TX 05/2020 Present
Charles Schwab Bank, Ssb San Antonio TX 08/2021 Present
  • 08/2015 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    San Antonio, TX
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2007-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2007-12-05
Other Names
  • Joe Jasso
  • Joe Luis Jasso

View on SEC IAPD

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