Joshua Stevens, financial advisor San Diego CA

Joshua Stevens

CRD Number: 7011318
Current Firm: Charles Schwab & Company, Inc.

Joshua Stevens (CRD# 7011318) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade San Diego, CA Jun 2019 - Current 3
City Of Pleasanton Pleasanton, CA Jun 2015 - Current 7
Td Ameritrade Castro Valley, CA Aug 2018 - Jun 2019 < 1
University Of Reno Fitness And Recreation Reno, NV Dec 2016 - May 2018 1
University Of Nevada Reno Reno, NV Aug 2016 - May 2018 1
Diablo Valley Junior College Concord, CA Jan 2015 - May 2016 1
Chabot Junior College Hayward, CA Aug 2014 - Dec 2014 < 1
Valley Christian School Dublin, CA Jan 2008 - May 2014 6
Pump It Up Pleasanton, CA Jun 2012 - Jul 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Joshua M. Stevens
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, 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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