Julius Doczi Dargai

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

• 12/2014 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 03/2014 → Present
  Legacy Protection Assurance, Llc
  Austin, TX
• 12/2014 → Present
  Charles Schwab Bank
  Fort Worth, TX

Other Businesses

1) Fort Worth Sister Cities International | Investment Related:No|908 Monroe Street, 5th Floor|Fort Worth|TX|76102|USA|Nonprofit Charitable Organizations|Board of Directors and Budapest, Hungary Chair|10/1/2022|Less than 20|1|Participate in board meetings and community volunteer events., 2) Business Transitions Summit | Investment Related:No|Education|Board Member|10/13/2023|Less than 20|1|Advisory Board member to a one-day educational business event on 5/7/24. The role does not include financial services or investment related responsibilities., 3) Sister Cities International | Investment Related:No|1012 14th STREET, NW Suite 1400|WASHINGTON|DC|20005|USA|Nonprofit Charitable Organizations|Region/Country Representative for Hungary|1/21/2026|Less than 20|1| Participate in sister city relationship meetings and community volunteer events.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-10
• S63 Uniform Securities Agent State Law Examination
  2015-05-29

Designations

• Certified Financial Planner

Other Names

• Jd Dargai
• J.D. Dargai
• Gyula Dargai