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Jack Di Chen

Charles Schwab & Co., Inc.

Los Gatos, CA

Campbell, CA

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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 2025-06-26
CA RA APPROVED 2023-08-15
  • TX RA
    APPROVED
    Since 2025-06-26
  • CA RA
    APPROVED
    Since 2023-08-15

Branch Locations

275 Los Gatos-Saratoga Rd., Los Gatos, CA 95030 • United States

30 South First Street, Campbell, CA 95008 • 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
East West Bank Arcadia CA 09/2022 02/2023
Unemployed El Monte CA 05/2020 08/2022
Barnes And Noble Riverside CA 05/2019 04/2020
Full-Time Education Riverside CA 06/2018 06/2022
Unemployed El Monte CA 01/2013 05/2018
Charles Schwab & Co., Inc. Los Gatos CA 03/2023 Present
Charles Schwab Bank, Ssb Los Gatos CA 12/2023 Present
  • 09/2022 → 02/2023
    East West Bank
    Arcadia, CA
  • 05/2020 → 08/2022
    Unemployed
    El Monte, CA
  • 05/2019 → 04/2020
    Barnes And Noble
    Riverside, CA
  • 06/2018 → 06/2022
    Full-Time Education
    Riverside, CA
  • 01/2013 → 05/2018
    Unemployed
    El Monte, CA
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Los Gatos, CA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Los Gatos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2023-08-14

View on SEC IAPD

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Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

STRATEGIC ADVISERS LLC · LOS GATOS, CA
J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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