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Jean Tantano Arntz

Charles Schwab & CO., Inc.

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About Jean Tantano Arntz

Jean Tantano Arntz is a financial advisor with Charles Schwab & CO., Inc. in Honolulu, HI. Jean has been in the industry since September 11, 1993. Jean is registered as a Registered Representative (RR) in Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Kentucky, Maine, Maryland, Minnesota, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Washington, and Wyoming. Jean is also registered as an Investment Advisor Representative (IAR) in Hawaii. Jean has been a financial advisor with Charles Schwab & CO., Inc. since January 26, 2022, and prior to that was with TD AMERITRADE, INC. Jean has previously been employed by Kennedy, Cabot & Co. and Dean Witter Reynolds Inc. Jean holds Series 7 and Series 66 licenses and the Securities Industry Essentials (SIE) exam. Jean also owns rental property.

Firm Information

Jean Arntz 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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Jean Arntz’s Registration & Firm History

HI

01/26/2022 - Present

Charles Schwab & CO., Inc. (Honolulu HI)

HI

11/07/1997 - 07/29/2024

TD AMERITRADE, INC. (Honolulu HI)

CA

06/10/1996 - 11/07/1997

KENNEDY, CABOT & CO. (BEVERLY HILLS CA)

NY

02/19/1993 - 11/17/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jean Tantano Arntz. Review regulatory record here.
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