Jim Wayne Hamari

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Charles Schwab & Co., Inc.
  San Luis Obispo, CA
• 02/2005 → Present
  Charles Schwab Bank
  San Luis Obispo, CA

Other Businesses

1) REOC - Revenue Enhancement Oversight Commission|Investment Related:No|City of San Luis Obispo;San Luis Obispo;CA;93401;USA|Government|Commission member|2020-09-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Reviewing and making budget recommendations directly to city council regarding expenditures from the essential services transactions and use tax, and reporting annually to the community on the city's use of these tax revenues 2) Pale Kai Outrigger|Investment Related:No|Sports/Physical Recreation|President|2025-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Preside over all meetings, responsible for daily decision making, represent the club in all official community matters.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-23