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Justin Randall Fellers

Charles Schwab & Co., Inc.

Austin, TX

CRD 6686881

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-11
  • TX RA
    APPROVED
    Since 2021-05-11

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Scottrade, Inc. Little Rock AR 08/2016 02/2018
Td Ameritrade, Inc. Little Rock AR 02/2018 01/2020
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2020
Tcg Advisors, Lp Austin TX 02/2020 04/2021
Tcg Advisory Services Llc Austin TX 07/2020 04/2021
Charles Schwab & Co.,Inc Austin TX 04/2021 Present
Charles Schwab Bank Ssb Austin TX 04/2021 Present
  • 08/2016 → 02/2018
    Scottrade, Inc.
    Little Rock, AR
  • 02/2018 → 01/2020
    Td Ameritrade, Inc.
    Little Rock, AR
  • 02/2018 → 01/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 02/2020 → 04/2021
    Tcg Advisors, Lp
    Austin, TX
  • 07/2020 → 04/2021
    Tcg Advisory Services Llc
    Austin, TX
  • 04/2021 → Present
    Charles Schwab & Co.,Inc
    Austin, TX
  • 04/2021 → Present
    Charles Schwab Bank Ssb
    Austin, TX
Previous Registrations
  • 2020-07-03 → 2021-04-01
    Austin, TX
  • 2020-05-16 → 2020-12-08
    Tcg Advisors, Lp
    Austin, TX
  • 2018-02-27 → 2020-02-04
    Td Ameritrade, Inc.
    Little Rock, AR
    Westlake, TX
    Southlake, TX
    Westlake, TX
  • 2018-02-26 → 2020-02-04
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Southlake, TX
  • 2016-11-28 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1) Rental Property Justin Fellers, Sole Prop, investment related (single family residential rental property), Sole owner, 3210 esperanza xing 5359, Austin, tx 78758, started 10/2012, 1 hr per month or less, property manager handles property. 117 Park Circle in Texarkana, TX - I have a property manager for this property (2) Rental Property start date 01/01/2014, Owner, Real Estate Property Management, 3210 Esperanza Xing 5359 Austin, TX 78758, 2421 N Akin Texarkana, TX, Tenant has been there for multiple years so I don't do much with this property but have an annual inspection performed. Hours per month less than 20

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-28
  • S66 Uniform Combined State Law Examination
    2016-11-28

View on SEC IAPD

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