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Joshua Jonathan Crader

Charles Schwab & Co., Inc.

Houston, TX

CRD 6956190

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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 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-15

Branch Locations

947 Gessner Road Suite A260, Houston, TX 77024-2501 • 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
Best Buy Sugar Land TX 01/2015 11/2019
University Of Houston Houston TX 08/2014 05/2018
Lpl Financial Llc Houston TX 06/2018 11/2019
Texas Dow Employee Cu Houston TX 06/2018 10/2019
Fidelity Brokerage Services Houston TX 11/2019 06/2025
Fidelity Investments Houston TX 03/2025 06/2025
Charles Schwab & Co., Inc. Houston TX 06/2025 Present
Charles Schwab Bank, Ssb Houston TX 06/2025 Present
  • 01/2015 → 11/2019
    Best Buy
    Sugar Land, TX
  • 08/2014 → 05/2018
    University Of Houston
    Houston, TX
  • 06/2018 → 11/2019
    Lpl Financial Llc
    Houston, TX
  • 06/2018 → 10/2019
    Texas Dow Employee Cu
    Houston, TX
  • 11/2019 → 06/2025
    Fidelity Brokerage Services
    Houston, TX
  • 03/2025 → 06/2025
    Fidelity Investments
    Houston, TX
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Houston, TX
Previous Registrations
  • 2025-03-31 → 2025-07-03
    Strategic Advisers Llc
    Houston, TX
    Houston, TX
    Boston, MA
  • 2020-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2018-10-10 → 2019-11-27
    Lpl Financial Llc
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2018-10-08

View on SEC IAPD

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BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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