Brady James Hall

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

• 06/2013 → 10/2016
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN
• 12/2016 → 02/2018
  Securities America, Inc.
  Evansville, IN
• 12/2016 → 02/2018
  Securities America Advisors, Inc.
  Evansville, IN
• 02/2018 → 02/2022
  Jpmorgan Chase Bank, N.A.
  Indianapolis, IN
• 02/2018 → 02/2022
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 11/2016 → 11/2016
  Unemployed
  Evansville, IN
• 12/2021 → 03/2022
  Parking Ventures Llc
  Evansville, IN
• 03/2022 → Present
  Charles Schwab Premier Bank, Ssb
  Indianapolis, IN
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 12/2025 → Present
  Charles Schwab Bank
  Indianapolis, IN

Previous Registrations

• 2018-03-05 → 2022-02-23
  J.P. Morgan Securities Llc
  Indianapolis, IN
  Westfield, IN
  Noblesville, IN
  Newton, MA
• 2016-12-06 → 2018-02-26
  Securities America Advisors, Inc.
  Evansville, IN
• 2013-12-12 → 2016-11-08
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN
  Princeton, IN
  Evansville, IN

Other Businesses

USATF Indiana, Board Member|Investment Related:No|Sports/Physical Recreation|Board Member|2026-04-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I will not be participating in any financial aspect of the non-profit, I will be assisting in a volunteer capacity for competitive road running information and best practices.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-11

Other Names

• Brady J Hall
• Brady Hall
• Brady James Hall