Jose Francisco Perez Mancera

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

• 06/2015 → 03/2018
  Subway
  Tempe, AZ
• 03/2018 → 05/2020
  Arizona Grand Resort
  Phoenix, AZ
• 02/2020 → 03/2023
  Mcdonalds
  Tempe, AZ
• 06/2020 → 08/2020
  Amazon
  Phoenix, AZ
• 08/2020 → 03/2023
  Carvana
  Tempe, AZ
• 09/2022 → Present
  Arizona Grand Resort
  Phoenix, AZ
• 03/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 12/2023 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Other Businesses

1) Arizona Grand Resort | Investment Related:No|8000 S Arizona Grand Pkwy|Phoenix|AZ|85044|USA|Restaurant/Food Services|Server/Bartender|9/1/2022|20-40|0|I occasionally serve and bartend.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-17

Other Names

• Jose Mancera
• Jose Francisco Perezmancera