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Emily Rose Pearson

Charles Schwab & Co., Inc.

Lone Tree, CO

Colorado Springs, CO

CRD 5886053

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-03
CO RA APPROVED 2020-05-23
  • LA RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2020-05-23

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Colorado Springs, CO • 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 Financial Planning Services Colorado Springs CO 07/2014 01/2018
Usaa Investment Management Company Colorado Springs CO 01/2018 05/2020
Charles Schwab & Co., Inc. Lone Tree CO 05/2020 Present
Charles Schwab Bank, Ssb Lone Tree CO 05/2020 Present
Usaa Life Insurance Company Colorado Springs CO 06/2012 05/2020
  • 07/2014 → 01/2018
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Colorado Springs, CO
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
  • 06/2012 → 05/2020
    Usaa Life Insurance Company
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-01
S63 Uniform Securities Agent State Law Examination 2011-03-28
  • S65 Uniform Investment Adviser Law Examination
    2011-12-01
  • S63 Uniform Securities Agent State Law Examination
    2011-03-28
Designations
  • Certified Financial Planner
Other Names
  • Emily R Pearson
  • Emily Rose Pearson
  • Emily Rose Pearson

View on SEC IAPD

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