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Jay Cameron Hua

Charles Schwab & CO., Inc.

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About Jay Cameron Hua

Jay Hua is a financial advisor with Charles Schwab & Co., Inc. Jay has been working in the financial services industry since March 1, 2016. Jay has a Series 7, Series 9, Series 63, and Series 66 licenses. Jay has been registered with Charles Schwab & Co., Inc. since January 26, 2022. Prior to Charles Schwab & Co., Inc. Jay was with TD Ameritrade, Inc. from November 6, 2019 to May 11, 2024 and Fidelity Brokerage Services LLC from November 11, 2016 to September 4, 2018. Jay has a specialization in Investment advisory and Financial planning.

Firm Information

Jay Hua 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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Jay Hua’s Registration & Firm History

CA

01/26/2022 - Present

Charles Schwab & CO., Inc. (Irvine CA)

CA

11/06/2019 - 05/11/2024

TD AMERITRADE, INC. (Irvine CA)

CA

11/11/2016 - 09/04/2018

FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)

CA

08/08/2016 - 10/28/2016

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

AZ

11/24/2014 - 06/20/2016

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

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 Jay Cameron Hua.
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