Jay Cameron Hua

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

• 07/2016 → 10/2016
  Jp Morgan Chase Bank
  Los Angeles, CA
• 07/2016 → 10/2016
  Jp Morgan Securities Llc
  Los Angeles, CA
• 10/2016 → 09/2018
  Fidelity Investments
  Irvine, CA
• 07/2018 → 09/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2019 → 06/2024
  Td Ameritrade, Inc
  Irvine, CA
• 09/2018 → 09/2019
  Unemployed
  San Gabriel, CA
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Irvine, CA
• 06/2021 → Present
  Charles Schwab Bank, Ssb
  Irvine, CA

Previous Registrations

• 2019-11-06 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Newport Beach, CA
  Irvine, CA
  Huntington Beach, CA
  Mission Viejo, CA
  Irvine, CA
  Irvine, CA
• 2019-11-06 → 2022-10-14
  Td Ameritrade, Inc.
  Huntington Beach, CA
  Irvine, CA
  Newport Beach, CA
  Mission Viejo, CA
  Irvine, CA
  Irvine, CA
• 2018-07-13 → 2018-09-28
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-11-14 → 2018-07-13
  Strategic Advisers Llc
  Irvine, CA
• 2016-08-08 → 2016-10-28
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 2015-05-20 → 2016-06-20
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-05-18
• S63 Uniform Securities Agent State Law Examination
  2015-04-13

Other Names

• Toan Cam Hua
• Jay C Hua
• Toan C Hua
• Toan Hua
• Jay Hua