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James Taylor Perry

Charles Schwab & CO., Inc.

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About James Taylor Perry

James Taylor Perry is a financial advisor currently registered with Charles Schwab & CO., Inc., in Phoenix, AZ. James has been in the industry since October 17, 2016. James is also registered as an investment advisor representative in Arizona, California and Texas. James has experience with both individual clients and businesses, and has been recognized as a Certified Financial Planner. James's current firm, Charles Schwab & CO., Inc., is a large investment firm with more than 919,128 clients and assets under management of more than $50 billion. The firm's main office is located in San Francisco, California.

Firm Information

James Perry 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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James Perry’s Registration & Firm History

AZ

01/08/2020 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 07/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for James Taylor Perry.
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