James Gerald Hamilton

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

• 02/2010 → 06/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 02/2010 → 10/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 10/2020
  Usaa Investment Management Company
  San Antonio, TX
• 11/2020 → Present
  Charles Schwab & Co., Inc.
  Cibolo, TX
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Cibolo, TX

Previous Registrations

• 2018-01-08 → 2020-11-05
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2010-03-10 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2009-05-02 → 2010-02-18
  Chase Investment Services Corp.
  Irvine, CA
  San Antonio, TX
• 2009-04-22 → 2009-05-02
  Wamu Investments, Inc.
  San Antonio, TX
  Irvine, CA

Other Businesses

1) Texas Army National Guard | Investment Related:No|1202 Clovis Barker|San Marcos|TX|78666|USA|Military|Operations Officer|4/11/2013|20-40|0|I'm an officer in the United States military. My branch of expertise is Field Artillery and I am responsible for the innerworkings of a battery made up of 75 soldiers.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-20

Other Names

• James Hamilton