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Joseph Oloo Jaoko

Charles Schwab & Co., Inc.

Oakland, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-23
  • CA RA
    APPROVED
    Since 2025-04-23

Branch Locations

180 Grand Avenue, Oakland, CA 94612 • 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
Fidelity Investments San Jose CA 06/2023 03/2024
Nikon Microfinance Corporation Dar Es Salaam 09/2017 03/2023
Full Time Education Oakland CA 08/2016 12/2019
Fidelity Investments Boston MA 03/2025 04/2025
Fidelity Investments San Jose CA 03/2024 04/2025
Charles Schwab & Co., Inc. Oakland CA 04/2025 Present
Charles Schwab Bank Oakland CA 04/2025 Present
  • 06/2023 → 03/2024
    Fidelity Investments
    San Jose, CA
  • 09/2017 → 03/2023
    Nikon Microfinance Corporation
    Dar Es Salaam
  • 08/2016 → 12/2019
    Full Time Education
    Oakland, CA
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 03/2024 → 04/2025
    Fidelity Investments
    San Jose, CA
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Oakland, CA
  • 04/2025 → Present
    Charles Schwab Bank
    Oakland, CA
Previous Registrations
  • 2025-03-31 → 2025-04-15
    Strategic Advisers Llc
    Boston, MA
  • 2024-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Other Names
  • Joe Jaoko

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

More in Oakland, CA

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