Jaime ArredondoCRD Number: 4981302
Current Firm: Charles Schwab & Company, Inc.
Jaime Arredondo (CRD# 4981302) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Lpl Financial LLC
|Charels Schwab Bank, Ssb||San Antonio, TX||Aug 2021 - Current||2|
|Charles Schwab & Co||San Antonio, TX||May 2020 - Current||3|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - May 2020||2|
|Usaa Financial Planning Services||San Antonio, TX||Jan 2009 - May 2020||11|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Sep 2007 - May 2020||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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