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Julian Allen

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7509491

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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 2025-07-07
  • CO RA
    APPROVED
    Since 2025-07-07

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
Mitchell Martin Inc. New York NY 07/2018 09/2020
Teaching Nomad Denver CO 09/2021 02/2022
Statista, Inc. New York NY 08/2017 07/2018
Charles Schwab & Co., Inc. Lone Tree CO 03/2022 Present
Full Time Education Boulder CO 09/2020 12/2021
Full Time Education Boulder CO 08/2013 05/2017
Boulder High School Boulder CO 02/2016 05/2017
The Lazy Dog Boulder CO 04/2017 08/2017
  • 07/2018 → 09/2020
    Mitchell Martin Inc.
    New York, NY
  • 09/2021 → 02/2022
    Teaching Nomad
    Denver, CO
  • 08/2017 → 07/2018
    Statista, Inc.
    New York, NY
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 09/2020 → 12/2021
    Full Time Education
    Boulder, CO
  • 08/2013 → 05/2017
    Full Time Education
    Boulder, CO
  • 02/2016 → 05/2017
    Boulder High School
    Boulder, CO
  • 04/2017 → 08/2017
    The Lazy Dog
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07

View on SEC IAPD

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