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Jordan Urrutia

Charles Schwab & Co., Inc.

Walnut Creek, 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
CA RA APPROVED 2022-04-29
  • CA RA
    APPROVED
    Since 2022-04-29

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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
Unemployment San Francisco CA 07/2020 06/2021
Christian Louboutin San Francisco CA 09/2015 07/2020
Lpl Financial, Llc Walnut Creek CA 06/2021 10/2021
Charles Schwab & Co., Inc. Walnut Creek CA 11/2021 Present
Charles Schwab Bank, Ssb Walnut Creek CA 11/2021 Present
Fidelity Walnut Creek CA 10/2021 11/2021
  • 07/2020 → 06/2021
    Unemployment
    San Francisco, CA
  • 09/2015 → 07/2020
    Christian Louboutin
    San Francisco, CA
  • 06/2021 → 10/2021
    Lpl Financial, Llc
    Walnut Creek, CA
  • 11/2021 → Present
    Charles Schwab & Co., Inc.
    Walnut Creek, CA
  • 11/2021 → Present
    Charles Schwab Bank, Ssb
    Walnut Creek, CA
  • 10/2021 → 11/2021
    Fidelity
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2022-04-29

View on SEC IAPD

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Other Offices

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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