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Jie Huang

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-16
  • FL RA
    APPROVED
    Since 2025-12-16

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Lpl Financial Llc Lake Mary FL 04/2023 11/2025
Addition Financial Cu Lake Mary FL 04/2023 11/2025
Trustco Bank Longwood FL 10/2021 04/2023
Homemaking Orlando FL 01/2014 10/2021
Charles Schwab & Co., Inc Orlando FL 12/2025 Present
  • 04/2023 → 11/2025
    Lpl Financial Llc
    Lake Mary, FL
  • 04/2023 → 11/2025
    Addition Financial Cu
    Lake Mary, FL
  • 10/2021 → 04/2023
    Trustco Bank
    Longwood, FL
  • 01/2014 → 10/2021
    Homemaking
    Orlando, FL
  • 12/2025 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18
Other Names
  • Jie Huang
  • Jessica Huang

View on SEC IAPD

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