Best Investors Account Sign in

Nathan Esteban Joubert

Charles Schwab & Co., Inc.

New York City, NY

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-03
  • NY RA
    APPROVED
    Since 2025-10-03

Branch Locations

200 East 79Th Street, New York City, NY 10075 • 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
Laidlaw & Company New York NY 01/2018 03/2020
Autozone Jersey City NJ 06/2017 01/2018
Rutgers University New Brunswick NJ 09/2012 05/2017
E*Trade Securities Llc New York NY 07/2020 07/2023
E*Trade Capital Management Llc New York NY 07/2020 07/2023
Unemployed Union City NJ 03/2020 07/2020
Pure Entertainment Group South Amboy NJ 07/2019 03/2020
Morgan Stanley New York NY 09/2023 09/2025
Morgan Stanley New York NY 09/2023 09/2023
Morgan Stanley Jersey City NJ 07/2023 09/2025
Charles Schwab & Co., Inc. New York NY 09/2025 Present
Charles Schwab Bank, Ssb New York NY 09/2025 Present
  • 01/2018 → 03/2020
    Laidlaw & Company
    New York, NY
  • 06/2017 → 01/2018
    Autozone
    Jersey City, NJ
  • 09/2012 → 05/2017
    Rutgers University
    New Brunswick, NJ
  • 07/2020 → 07/2023
    E*Trade Securities Llc
    New York, NY
  • 07/2020 → 07/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2020 → 07/2020
    Unemployed
    Union City, NJ
  • 07/2019 → 03/2020
    Pure Entertainment Group
    South Amboy, NJ
  • 09/2023 → 09/2025
    Morgan Stanley
    New York, NY
  • 09/2023 → 09/2023
    Morgan Stanley
    New York, NY
  • 07/2023 → 09/2025
    Morgan Stanley
    Jersey City, NJ
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    New York, NY
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    New York, NY
Previous Registrations
  • 2023-09-05 → 2025-09-04
    Morgan Stanley
    New York, NY
    Jersey City, NJ
  • 2020-10-15 → 2023-09-05
    Harrisdirect Llc
    New York, NY
    Arlington, VA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-12
S63 Uniform Securities Agent State Law Examination 2018-07-16
  • S66 Uniform Combined State Law Examination
    2020-10-12
  • S63 Uniform Securities Agent State Law Examination
    2018-07-16
Other Names
  • Nathan Joubert

View on SEC IAPD

Other Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
GALLAGHER SECURITIES, INC
GALLAGHER FIDUCIARY ADVISORS, LLC
LUCID MANAGEMENT AND CAPITAL PARTNERS LP
BG AMERICA LLC
LK FINANCIAL PLANNING LLC

Other Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston
Ashley Rose Lawwill
KURT WILFRED GRUNSFELD
PAMELA TANG
DANIEL BILEWICH
ERIC STEWART LAIDLOW

Other Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY
HIGHTOWER ADVISORS, LLC · New York, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
GALLAGHER SECURITIES, INC · NEW YORK, NY
GALLAGHER FIDUCIARY ADVISORS, LLC · New York, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY

More in New York City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor