Jose Miguel Martinez

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

• 04/2007 → 08/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 04/2007 → 08/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 08/2017 → 08/2021
  Edward Jones
  St Louis, MO
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  San Antonio, TX

Previous Registrations

• 2017-08-18 → 2021-08-09
  Edward Jones
  San Marcos, TX
  San Marcos, TX
• 2007-05-14 → 2017-08-17
  Usaa Financial Planning Services
  Selma, TX
  San Antonio, TX
  San Antonio, TX
• 2002-09-23 → 2007-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-16
• S63 Uniform Securities Agent State Law Examination
  1999-07-05

Other Names

• Mike Martinez