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Jared B Desoto

Charles Schwab & Co., Inc.

Menifee, CA

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
CA RA APPROVED 2026-06-22
  • CA RA
    APPROVED
    Since 2026-06-22

Branch Locations

Menifee, CA • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Td Ameritrade San Diego CA 02/2014 12/2023
Charles Schwab & Co. San Diego CA 10/2022 01/2024
Lpl Financial Llc San Diego CA 04/2024 05/2026
Unemployed Menifee CA 01/2024 04/2024
Charles Schwab & Co, Inc Menifee CA 05/2026 Present
  • 02/2014 → 12/2023
    Td Ameritrade
    San Diego, CA
  • 10/2022 → 01/2024
    Charles Schwab & Co.
    San Diego, CA
  • 04/2024 → 05/2026
    Lpl Financial Llc
    San Diego, CA
  • 01/2024 → 04/2024
    Unemployed
    Menifee, CA
  • 05/2026 → Present
    Charles Schwab & Co, Inc
    Menifee, CA
Previous Registrations
  • 2024-05-29 → 2026-05-14
    Lpl Financial Llc
    San Diego, CA
  • 2022-10-04 → 2024-01-10
    Charles Schwab & Co., Inc.
    San Diego, CA
    Lone Tree, CO
    San Diego, CA
  • 2014-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    Westlake, TX
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2013-02-27 → 2014-02-06
    Edward Jones
    El Cajon, CA
    Tempe, AZ
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-08
  • S66 Uniform Combined State Law Examination
    2013-02-08
Other Names
  • Jared Brent De Soto

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE SULLIVAN GROUP
U.S. BANCORP ADVISORS, LLC

Other Investors

Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR
Mobin Mohsini
SHAWN MICHAEL UPTON
Travis David Wiltgen

Other Offices

EDWARD JONES · MENIFEE, CA
AMERIPRISE FINANCIAL SERVICES, LLC · MENIFEE, CA
J.P. MORGAN SECURITIES LLC · MENIFEE, CA
LPL FINANCIAL LLC · MENIFEE, CA
ROYAL AMERICAN FINANCIAL ADVISORS, LLC · MENIFEE, CA
KARL SCHORR WEALTH MANAGEMENT, LLC · MENIFEE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MENIFEE, CA
THE SULLIVAN GROUP · MENIFEE, CA

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