James Taylor Perry

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

• 05/2016 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2018 → Present
  Charles Schwab Bank
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2017-07-29
• S63 Uniform Securities Agent State Law Examination
  2016-10-21

Designations

• Certified Financial Planner