Jose D Guerra

Current Employers

Employment History

• 05/2021 → 08/2025
  Jpmorgan Chase Bank Na
  Fort Worth, TX
• 05/2021 → 08/2025
  Jpmorgan Securities Llc
  Fort Worth, TX
• 02/2021 → 04/2021
  Commonwealth Health Advisors Llc
  Concord, MA
• 09/2020 → 11/2020
  Nextgen Growth Partners Llc
  Chicago, IL
• 06/2019 → 08/2019
  Bill & Melinda Gates Foundation
  Seattle, WA
• 01/2016 → 05/2018
  Bnp Paribas
  New York, NY
• 09/2018 → 06/2020
  University Of Chicago
  Chicago, IL
• 06/2018 → 08/2018
  Unemployed
  Jersey City, NJ
• 07/2020 → 08/2020
  Unemployed
  Ann Arbor, MI
• 12/2020 → 01/2021
  Unemployed
  Ann Arbor, MI
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2025 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2021-06-21 → 2025-08-21
  J.P. Morgan Securities Llc
  Fort Worth, TX

Other Businesses

IDEA Public Schools of Tarrant County| Position / Job Title Regional Advisory Board Member|The mission is to prepare students from underserved communities for success in college and citizenship. The vision is that of "College For All Children", focusing on a rigorous, college-preparatory curriculum, high expectations, character development, and a strong partnership with students and families. As a member of the Advisory Board, I provide advice to the Executive Director and Regional Leadership on the strategy for the region's attainment of the mission and vision.| 2935 E Seminary Dr. Fort Worth TX 76119| Less than 20 hours per month| 0 hours during trading activity| Charitable: YES| Not investment related. Fort Worth Hispanic Chamber of Commerce| Board Member| The Chamber has the mission to foster a vibrant economic environment for its members, individuals, and the broader Fort Worth area. The board of directors supports this mission by leading the chamber in providing advocacy and networking to help small businesses thrive and contribute to the overall economic vitality of Fort Worth. | 1327 N Main St Fort Worth TX 76164| 12/06/2024| less than 20 hours per month| 0 hours during trading activity|Charitable: YES| Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2021-06-21

Designations

Other Names

• Jose Guerra
• Jose Domingo Guerra
• Jose D. Guerra
• Jose D Guerra
• Jose D Guerra