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Jhonatan Baezzamudio

Charles Schwab & Co., Inc.

San Mateo, CA

CRD 7624087

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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
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 09/2020 12/2024
Bank Of America, N.A. San Francisco CA 09/2020 12/2024
Savemart Companies Fresno CA 06/2020 08/2020
Amazon Inc Fresno CA 05/2020 09/2020
At&T Inc Fresno CA 01/2019 01/2020
Auto Mall Llc Fresno CA 11/2017 12/2018
Dickey's Barbecue Fresno CA 04/2016 11/2017
Central High School Fresno CA 01/2012 06/2016
Unemployed Fresno CA 02/2020 05/2020
Charles Schwab & Co., Inc. San Mateo CA 12/2024 Present
Charles Schwab Bank San Mateo CA 12/2024 Present
  • 09/2020 → 12/2024
    San Francisco, CA
  • 09/2020 → 12/2024
    Bank Of America, N.A.
    San Francisco, CA
  • 06/2020 → 08/2020
    Savemart Companies
    Fresno, CA
  • 05/2020 → 09/2020
    Amazon Inc
    Fresno, CA
  • 01/2019 → 01/2020
    At&T Inc
    Fresno, CA
  • 11/2017 → 12/2018
    Auto Mall Llc
    Fresno, CA
  • 04/2016 → 11/2017
    Dickey's Barbecue
    Fresno, CA
  • 01/2012 → 06/2016
    Central High School
    Fresno, CA
  • 02/2020 → 05/2020
    Unemployed
    Fresno, CA
  • 12/2024 → Present
    San Mateo, CA
  • 12/2024 → Present
    Charles Schwab Bank
    San Mateo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2022-11-04
Other Names
  • Jhonatan Baez Zamudio
  • Jhonatan Aldair Baezzamudio

View on SEC IAPD

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