Stephen Jinho Choi

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

• 05/2015 → Present
  Charles Schwab & Co.,Inc.
  Lone Tree, CO
• 05/2015 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 08/2016 → 10/2017
  Optionsxpress, Inc.
  Lone Tree, CO
• 01/2019 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Lone Tree, CO

Previous Registrations

• 2014-11-18 → 2015-01-16
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-18
• S63 Uniform Securities Agent State Law Examination
  2008-09-05