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Jesus M Mateo

Charles Schwab & CO., Inc.

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About Jesus M Mateo

Jesus Mateo is a financial professional with over 18 years of experience in the industry. Jesus is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice in all 50 states. Prior to joining Charles Schwab, Jesus worked at TD Ameritrade, Inc. and American General Securities Incorporated. Jesus holds FINRA Series 63, 66, 7 and SIE licenses. Jesus specializes in Financial Planning and Portfolio Management.

Firm Information

Jesus Mateo 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 Mateo’s Registration & Firm History

MO

10/19/2023 - Present

Charles Schwab & CO., Inc. (St Louis MO)

IL

09/16/2022 - 01/09/2024

TD AMERITRADE, INC. (CHICAGO IL)

IL

07/06/2005 - 12/31/2006

AMERICAN GENERAL SECURITIES INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

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 Jesus M Mateo.
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