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Gerald Edward Wilkerson

Charles Schwab & Co., Inc.

Temecula, CA

Radnor, PA

CRD 3203812

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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
CA RA APPROVED 2025-06-06
  • CA RA
    APPROVED
    Since 2025-06-06

Branch Locations

Temecula, CA • United States

100 Matsonford Rd. Suite 301, Radnor, PA 19087 • 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
Td Ameritrade San Diego CA 05/2013 12/2023
Charles Schwab & Co., Inc. San Diego CA 01/2022 01/2024
Charles Schwab & Co., Inc. Temecula CA 06/2025 Present
Unemployed Temecula CA 01/2024 06/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-25
S63 Uniform Securities Agent State Law Examination 1999-05-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-25
  • S63 Uniform Securities Agent State Law Examination
    1999-05-14
Other Names
  • Jerry Wilkerson
  • Gerald Edward Wilkerson
  • Jerry Wilkerson
  • Jerry Wilkerson
  • Jerry Wilkerson

View on SEC IAPD

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