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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
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 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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