Alex Emory Schneider

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-24
CA	RA	APPROVED	2022-11-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Arizona State University	Tempe	AZ	08/2014	05/2018
Cpa Valet	Novato	CA	06/2016	10/2018
Northwestern Mutual Life Insurance Company	San Francisco	CA	06/2018	10/2019
Northwestern Mutual Investment Services Llc	San Francisco	CA	06/2018	12/2020
Giordano Salvetti/Elliot Waterman	San Francisco	CA	11/2019	01/2021
Jpmorgan Chase Bank Na	San Francisco	CA	02/2021	Present
Jpmorgan Securities Llc	San Francisco	CA	02/2021	Present

08/2014 → 05/2018

Arizona State University

Tempe, AZ
06/2016 → 10/2018

Cpa Valet

Novato, CA
06/2018 → 10/2019

Northwestern Mutual Life Insurance Company

San Francisco, CA
06/2018 → 12/2020

Northwestern Mutual Investment Services Llc

San Francisco, CA
11/2019 → 01/2021

Giordano Salvetti/Elliot Waterman

San Francisco, CA
02/2021 → Present

Jpmorgan Chase Bank Na

San Francisco, CA
02/2021 → Present

Jpmorgan Securities Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-02
S63	Uniform Securities Agent State Law Examination	2019-04-29

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