Justin Morales

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

• 10/2014 → 09/2016
  Office Depot
  Aurora, CO
• 04/2016 → 11/2017
  Ups
  Denver, CO
• 11/2017 → 07/2018
  At&T
  Aurora, CO
• 10/2018 → 08/2019
  Us Bank
  Denver, CO
• 10/2019 → 12/2019
  Bbva
  Englewood, CO
• 05/2018 → 12/2019
  Home Image Co Llc
  Aurora, CO
• 08/2016 → 05/2022
  University Of Colorado
  Denver, CO
• 02/2020 → 09/2022
  Fidelity Brokerage Services Llc
  Grreenwood Village, CO
• 10/2022 → 08/2025
  Jpmorgan Chase Bank Na
  Denver, CO
• 10/2022 → 08/2025
  Jpmorgan Securities Llc
  Denver, CO
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2022-12-07 → 2025-08-21
  J.P. Morgan Securities Llc
  Denver, CO
  Aurora, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-11-16
• S63 Uniform Securities Agent State Law Examination
  2020-07-31

Other Names

• Justin G Morales
• Justin Morales