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Jubisa Montes

Charles Schwab & Co., Inc.

San Francisco, CA

San Francisco, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-06
TX RA APPROVED_RES 2020-01-08
CA RA APPROVED 2015-11-30
  • WI RA
    APPROVED
    Since 2025-03-06
  • TX RA
    APPROVED_RES
    Since 2020-01-08
  • CA RA
    APPROVED
    Since 2015-11-30

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • United States

200 California Street Floor 01, San Francisco, CA 94111-4344 • 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
Charles Schwab & Co., Inc. San Francisco CA 07/2015 Present
Charles Schwab Bank San Francisco CA 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
  • S66 Uniform Combined State Law Examination
    2015-11-30

View on SEC IAPD

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