Carlos Javier Jimenez Velez

Charles Schwab & Co., Inc.

CRD 8036201

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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

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-30

CO RA
APPROVED

Since 2026-06-30

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Full Time Education	Boulder	CO	01/2023	12/2024
Full Time Education	Norfolk	NE	08/2020	12/2022
Full Time Education	Littleton	CO	08/2016	05/2020
Sj Jimenez Painting	Denver	CO	05/2024	08/2024
Sj Jimenez Painting	Denver	CO	05/2020	08/2020
Charles Schwab & Co., Inc.	Lone Tree	CO	02/2025	Present

01/2023 → 12/2024

Full Time Education

Boulder, CO
08/2020 → 12/2022

Full Time Education

Norfolk, NE
08/2016 → 05/2020

Full Time Education

Littleton, CO
05/2024 → 08/2024

Sj Jimenez Painting

Denver, CO
05/2020 → 08/2020

Sj Jimenez Painting

Denver, CO
02/2025 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-30
S63	Uniform Securities Agent State Law Examination	2025-07-18

S66 Uniform Combined State Law Examination

2026-06-30
S63 Uniform Securities Agent State Law Examination

2025-07-18

Other Names

Carlos Javier Jimenez

View on SEC IAPD

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