James Kendrick Feldman

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

• 04/1999 → 06/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 10/2007 → 06/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 11/2020 → 05/2022
  Navy Federal Financial Group, Llc
  San Antonio, TX
• 06/2020 → 11/2020
  Southwest Funding
  Dallas, TX
• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Center Point, TX

Previous Registrations

• 2020-12-02 → 2022-05-16
  Navy Federal Investment Services, Llc
  San Antonio, TX
• 2018-01-08 → 2020-07-07
  Usaa Investment Services Company
  San Antonio, TX
• 2007-10-15 → 2018-01-08
  Usaa Financial Planning Services
  Boerne, TX
  San Antonio, TX
• 2006-04-19 → 2007-10-15
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2004-01-09 → 2006-04-19
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-14

Designations

• Certified Financial Planner

Other Names

• James Kendrick Feldman
• James K Feldman