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Jeremy Amposta

Schwab Wealth Advisory, Inc.

Irvine, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-12
  • CA RA
    APPROVED
    Since 2025-06-12

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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
Charles Schwab & Co., Inc. Newport Beach CA 05/2025 Present
Jp Morgan Chase Irvine CA 10/2022 05/2025
Jp Morgan Chase Diamond Bar CA 12/2019 10/2022
Unemployed Orange CA 09/2019 12/2019
Integrity Wealth Management Newport Beach CA 06/2019 09/2019
Crawfish Cave Fullerton CA 11/2016 06/2019
Northwestern Mutual Irvine CA 05/2018 11/2018
Panera Bread Orange CA 11/2015 02/2017
College Works Painting Irvine CA 09/2015 10/2016
Full Time Education Fullerton CA 08/2015 05/2019
Schwab Wealth Advisory Inc Newport Beach CA 05/2025 Present
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 10/2022 → 05/2025
    Jp Morgan Chase
    Irvine, CA
  • 12/2019 → 10/2022
    Jp Morgan Chase
    Diamond Bar, CA
  • 09/2019 → 12/2019
    Unemployed
    Orange, CA
  • 06/2019 → 09/2019
    Integrity Wealth Management
    Newport Beach, CA
  • 11/2016 → 06/2019
    Crawfish Cave
    Fullerton, CA
  • 05/2018 → 11/2018
    Northwestern Mutual
    Irvine, CA
  • 11/2015 → 02/2017
    Panera Bread
    Orange, CA
  • 09/2015 → 10/2016
    College Works Painting
    Irvine, CA
  • 08/2015 → 05/2019
    Full Time Education
    Fullerton, CA
  • 05/2025 → Present
    Schwab Wealth Advisory Inc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29
Designations
Other Names
  • Jeremy Lim Amposta
  • Jeremy Amposta

View on SEC IAPD

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