Justin Allen, financial advisor Oakland CA

Justin Allen

CRD Number: 7535858
Current Firm: Charles Schwab & Company, Inc.

Justin Allen (CRD# 7535858) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Berkeley, CA Jun 2023 - Current < 1
Charles Schwab & Company, Inc. Berkeley, CA Jun 2022 - Current 1
Unemployed Petaluma, CA Jan 2022 - May 2022 < 1
Safeway San Jose, CA Nov 2020 - Dec 2021 1
Safeway San Jose, CA Jun 2020 - Nov 2020 < 1
Target San Jose, CA Feb 2020 - May 2020 < 1
Unemployed San Jose, CA Sep 2018 - Jan 2020 1
Friedman's Home Improvement Petaluma, CA Jun 2018 - Aug 2018 < 1
Unemployed San Jose, CA Jan 2018 - May 2018 < 1
Science Education Research Center San Jose, CA Mar 2017 - Dec 2017 < 1
Unemployed San Jose, CA Dec 2016 - Feb 2017 < 1
Clearpath Workforce Management Inc. San Jose, CA Sep 2016 - Nov 2016 < 1
Unemployed Petaluma, CA Jan 2016 - Aug 2016 < 1
G&g Marketplace Petaluma, CA Jun 2015 - Dec 2015 < 1
Unemployed Petaluma, CA Jun 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2022
Contact Info for Justin W. Allen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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