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Joshua Jebal Meason

Charles Schwab & Co., Inc.

Austin, TX

Indianapolis, IN

CRD 7043588

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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 2024-08-30
  • TX RA
    APPROVED
    Since 2024-08-30

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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. Austin TX 11/2018 Present
University Of Texas Austin TX 07/2014 10/2018
Johnny Beans Austin TX 09/2014 03/2020
  • 11/2018 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 07/2014 → 10/2018
    University Of Texas
    Austin, TX
  • 09/2014 → 03/2020
    Johnny Beans
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2019-07-29
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2019-07-29
Other Names
  • Josh Meason
  • Joshua Measoni

View on SEC IAPD

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