Natcha Nussbaum

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

• 10/2017 → 05/2019
  Pruco Securities, Llc
  Cincinnati, OH
• 07/2017 → 09/2017
  World Wide Wealth
  Beavercreek, OH
• 12/2017 → 05/2019
  The Prudential Insurance Company Of America
  Cincinnati, OH
• 07/2019 → 05/2020
  J.P. Morgan Securities, Llc
  Beavercreek, OH
• 07/2019 → 05/2020
  Jpmorgan Chase Bank, N.A.
  Beavercreek, OH
• 06/2016 → 06/2017
  Unemployed
  Beavercreek, OH
• 06/2019 → 06/2019
  Unemployed
  Beavercreek, OH
• 06/2020 → 12/2020
  Unemployed
  Layton, UT
• 01/2021 → 05/2021
  Wells Fargo
  Farmington, UT
• 05/2021 → 05/2025
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 05/2025 → Present
  Charles Schwab & Co., Inc.
  Cottonwood Heights, UT
• 05/2025 → Present
  Charles Schwab Bank, Ssb
  Cottonwood Heights, UT

Previous Registrations

• 2025-04-22 → 2025-05-28
  Strategic Advisers Llc
  Salt Lake City, UT
  Layton, UT
• 2019-08-13 → 2020-06-05
  J.P. Morgan Securities Llc
  Beavercreek, OH
• 2018-05-25 → 2019-05-07
  Pruco Securities, Llc.
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-03-11
• S63 Uniform Securities Agent State Law Examination
  2021-09-29

Designations

• Certified Financial Planner

Other Names

• Natcha Tiawtamnak
• Natcha T Nussbaum
• Natcha Tiawtamnak Nussbaum
• Natcha Nussbaum