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Jaime Elizabeth Karpinski

Charles Schwab & CO., Inc.

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About Jaime Elizabeth Karpinski

Jaime Elizabeth Karpinski is a financial advisor with over 20 years of experience in the industry. Jaime is currently registered with Charles Schwab & CO., Inc. and is a Series 6, 7, 24, 26, 51, and 63 licensed professional. Previously, Jaime worked at INVESCO DISTRIBUTORS, INC., TRI-STAR FINANCIAL, and FIRST INVESTORS CORPORATION.

Firm Information

Jaime Karpinski is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jaime Karpinski’s Registration & Firm History

CA

05/24/2016 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

TX

10/09/2013 - 04/21/2016

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

TX

09/14/2010 - 07/31/2013

TRI-STAR FINANCIAL (HOUSTON TX)

TX

06/28/2000 - 09/02/2010

FIRST INVESTORS CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/18/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jaime Elizabeth Karpinski.
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