Jesse Renda, financial advisor San Francisco CA

Jesse Renda

CRD Number: 7092976
Current Firm: Charles Schwab Investment Management, Inc.

Jesse Renda (CRD# 7092976) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Investment Advisory Naples, FL Jul 2020 - Current 2
Wasmer Schroeder Naples, FL Jul 2019 - Jul 2020 1
Wasmer, Schroeder & Company, LLC Naples, FL Aug 2018 - Jun 2019 < 1
Noodles Italian Cafe & Sushi Bar Naples, FL Dec 2015 - Aug 2018 2
Tavern West Naples, FL Apr 2014 - Dec 2015 1
Truly Organic Pizza Naples, FL Apr 2012 - Mar 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Jesse A. Renda
Phone Number: 415-667-9200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    700,818
    MILLIONS
  • Total Number of Accounts
    250,485
    ACCOUNTS
  • Average Account Value
    $2,797,845
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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