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Erwin Jorge Cajamarca

Schwab Wealth Advisory, Inc.

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About Erwin Jorge Cajamarca

Erwin Jorge Cajamarca is a financial advisor registered with Schwab Wealth Advisory, Inc. Erwin has been in the industry since 1995 and holds a Series 63, 7, 9, 10, 24, and SIE licenses. Erwin is registered with the Securities and Exchange Commission (SEC) and FINRA and holds active licenses in 27 states. Erwin is a former registered representative with Klein, Maus & Shire Inc., and Hibbard Brown & Co., Inc. Erwin specializes in financial planning and portfolio management for businesses and individuals.

Firm Information

Erwin Cajamarca is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Erwin Cajamarca’s Registration & Firm History

FL

01/10/2021 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

NY

06/25/1996 - 08/09/1996

KLEIN, MAUS & SHIRE INC. (NEW YORK NY)

NY

07/08/1993 - 08/09/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/26/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/07/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Erwin Jorge Cajamarca. Review regulatory record here.
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