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Jaime Arturo Deleon

Schwab Wealth Advisory, Inc.

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About Jaime Arturo Deleon

Jaime DeLeon is a financial advisor with Schwab Wealth Advisory, Inc. Jaime is a Registered Representative of the firm, and has been in the industry since December 2005. Jaime has worked with USAA Financial Advisors, Inc., Compass Brokerage, Inc., AllianceBernstein Investment Research and Management, Inc. and Olde Discount Corporation in the past. Jaime is registered in 20 states and holds the Series 7, 52, 63 and 66 licenses as well as the SIE exam.

Firm Information

Jaime Deleon 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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Jaime Deleon’s Registration & Firm History

TX

06/24/2022 - Present

Schwab Wealth Advisory, Inc. (San Antonio TX)

TX

09/28/2005 - 11/30/2018

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

AL

09/23/2004 - 09/15/2005

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

TN

01/04/2002 - 07/11/2003

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

MI

07/23/1999 - 04/10/2000

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 06/23/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/14/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jaime Arturo Deleon.
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