Jorge Andres Naranjo

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

• 03/2015 → 02/2022
  Principal Life Insurance Company
  Des Moines, IA
• 05/2015 → 03/2022
  Principal Securities Inc
  Des Moines, IA
• 02/2022 → 12/2023
  Td Ameritrade, Inc
  West Des Moines, IA
• 04/2022 → 09/2023
  Td Ameritrade Investment Management, Llc
  West Des Moines, IA
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  West Des Moines, IA
• 07/2022 → Present
  Charles Schwab Bank, Ssb
  West Des Moines, IA

Previous Registrations

• 2022-04-18 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  West Des Moines, IA
• 2022-04-18 → 2022-10-14
  Td Ameritrade, Inc.
  West Des Moines, IA

Other Businesses

1) Chamo Venezuelan Kitchen | Investment Related:No|1006 7th St NW |Altoona|Iowa|50309|USA|Restaurant/Food Services|Partner|4/17/2021|Less than 20|0.000000|Occasionally help out on weekends working the food truck

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15
• S63 Uniform Securities Agent State Law Examination
  2017-12-22

Other Names

• Jorge Naranjo