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Joseph Paul Bean

Charles Schwab & Co., Inc.

Eureka, MO

Westlake, TX

CRD 7477208

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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
MO RA APPROVED 2025-03-25
  • MO RA
    APPROVED
    Since 2025-03-25

Branch Locations

Eureka, MO • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Td Ameritrade Town &Amp; Country MO 12/2021 03/2024
Assisting Father Webster Groves MO 02/2021 12/2021
Katie's Frozen Town &Amp; Country MO 02/2020 02/2021
Greenwood Village Municipal Court Greenwood Village CO 08/2019 12/2019
Katie's Pizza Rock Hill MO 05/2017 08/2019
University Denver CO 08/2015 12/2019
Charles Schwab & Co., Inc Eureka MO 03/2024 Present
  • 12/2021 → 03/2024
    Td Ameritrade
    Town &Amp; Country, MO
  • 02/2021 → 12/2021
    Assisting Father
    Webster Groves, MO
  • 02/2020 → 02/2021
    Katie's Frozen
    Town &Amp; Country, MO
  • 08/2019 → 12/2019
    Greenwood Village Municipal Court
    Greenwood Village, CO
  • 05/2017 → 08/2019
    Katie's Pizza
    Rock Hill, MO
  • 08/2015 → 12/2019
    University
    Denver, CO
  • 03/2024 → Present
    Charles Schwab & Co., Inc
    Eureka, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2022-06-01
  • S66 Uniform Combined State Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-06-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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