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Daniel Jon Reser

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6242833

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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
CO RA APPROVED 2016-11-19
  • CO RA
    APPROVED
    Since 2016-11-19

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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 06/2015 Present
Charles Schwab Bank Lone Tree CO 11/2017 Present
Charles Schwab Premiere Bank Lone Tree CO 11/2020 Present
Charles Schwab Trust Bank Lone Tree CO 11/2020 Present
  • 06/2015 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 11/2017 → Present
    Charles Schwab Bank
    Lone Tree, CO
  • 11/2020 → Present
    Charles Schwab Premiere Bank
    Lone Tree, CO
  • 11/2020 → Present
    Charles Schwab Trust Bank
    Lone Tree, CO
Other Businesses

Perform activities that directly support Schwab Bank products, services, technology, risk management and/or corporate functions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-19
  • S66 Uniform Combined State Law Examination
    2016-11-19

View on SEC IAPD

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