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Jesus Felix leyva

Charles Schwab & CO., Inc.

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About Jesus Felix leyva

Jesus Felix leyva is a registered representative with Charles Schwab & CO., Inc., a firm with over 919,128 clients and more than $50 billion in assets under management. Jesus is registered in 51 states and the District of Columbia. Jesus has been in the securities industry since 2023. Jesus's firm offers a variety of services, including financial planning, selection of other advisors, and wrap fee programs. Jesus is also an owner of Invictus Films LLC, a film production company based in Los Angeles, CA.

Firm Information

Jesus Felix leyva 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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Jesus Felix leyva’s Registration & Firm History

CA

10/09/2024 - Present

Charles Schwab & CO., Inc. (Los Angeles CA)

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Licenses & Designations

BC

Issued 07/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jesus Felix leyva. Review regulatory record here.
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