Best Investors Account Sign in

Justin Rojas

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7387640

Claim This Profile
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 2024-07-09
  • CO RA
    APPROVED
    Since 2024-07-09

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
Full-Time Education Tallahassee FL 08/2021 06/2023
Financial Strategies Group Sunrise FL 05/2021 08/2021
Full-Time Education Weston FL 05/2019 05/2021
Publix Jacksonville FL 10/2015 05/2019
Charles Schwab Co., Inc. Lone Tree CO 06/2023 Present
  • 08/2021 → 06/2023
    Full-Time Education
    Tallahassee, FL
  • 05/2021 → 08/2021
    Financial Strategies Group
    Sunrise, FL
  • 05/2019 → 05/2021
    Full-Time Education
    Weston, FL
  • 10/2015 → 05/2019
    Publix
    Jacksonville, FL
  • 06/2023 → Present
    Charles Schwab Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-08
S63 Uniform Securities Agent State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2024-07-08
  • S63 Uniform Securities Agent State Law Examination
    2023-09-20

View on SEC IAPD

More in Lone Tree, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor