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Joshua Brett Feinstein

Charles Schwab & Co., Inc.

Jacksonville, FL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
FL RA APPROVED 2021-03-18
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2021-03-18

Branch Locations

4853 Town Center Parkway, Jacksonville, FL 32246 • 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
Ameriprise Financial Services, Inc. Melville NY 03/2015 01/2017
Charles Schwab & Co., Inc. Jacksonville FL 03/2017 Present
Charles Schwab Bank Ssb Jacksonville FL 03/2017 Present
  • 03/2015 → 01/2017
    Ameriprise Financial Services, Inc.
    Melville, NY
  • 03/2017 → Present
    Charles Schwab & Co., Inc.
    Jacksonville, FL
  • 03/2017 → Present
    Charles Schwab Bank Ssb
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-09
S63 Uniform Securities Agent State Law Examination 2015-06-01
  • S65 Uniform Investment Adviser Law Examination
    2019-04-09
  • S63 Uniform Securities Agent State Law Examination
    2015-06-01

View on SEC IAPD

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