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Jigisha Ketan Bengali

Charles Schwab & CO., Inc.

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About Jigisha Ketan Bengali

Jigisha Bengali is a registered representative with Charles Schwab & CO., Inc., holding active registrations in both the Broker-Dealer (BC) and Investment Advisor (IA) spaces. Jigisha has been actively involved in the financial industry since 2016, holding previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Atlas Securities, Inc. Jigisha has passed the Series 6, 7, and 66 exams as well as the SIE exam. In addition to working with Charles Schwab, Jigisha is also a landlord and manages several rental properties.

Firm Information

Jigisha Bengali 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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Jigisha Bengali’s Registration & Firm History

CA

01/12/2021 - Present

Charles Schwab & CO., Inc. (San Jose CA)

CA

06/20/2017 - 12/20/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

CA

11/03/2005 - 11/21/2006

ATLAS SECURITIES, INC. (MOUNTAIN VIEW CA)

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Licenses & Designations

BOTH

Issued 10/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jigisha Ketan Bengali.
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