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Jorge Ivan Pereira

Charles Schwab & CO., Inc.

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About Jorge Ivan Pereira

Jorge Ivan Pereira is a registered investment advisor representative. Jorge is currently registered with Charles Schwab & CO., Inc. and has been in the industry since September 17, 2006. Jorge has experience with LPL FINANCIAL LLC, TRIAD ADVISORS LLC, SUNTRUST INVESTMENT SERVICES, INC., CHASE INVESTMENT SERVICES CORP., MML INVESTORS SERVICES, INC., and AXA ADVISORS, LLC. Jorge has Series 66, Series 7, and SIE licenses.

Firm Information

Jorge Pereira 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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Jorge Pereira’s Registration & Firm History

TX

04/12/2024 - Present

Charles Schwab & CO., Inc. (Austin TX)

FL

02/27/2017 - 03/21/2024

TRIAD ADVISORS LLC (Orlando FL)

FL

06/29/2015 - 03/02/2017

LPL FINANCIAL LLC (WINTER PARK FL)

FL

06/15/2012 - 07/02/2015

SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)

FL

11/27/2009 - 06/12/2012

CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)

FL

11/28/2006 - 11/03/2009

MML INVESTORS SERVICES, INC. (FT LAUDERDALE FL)

FL

07/31/2006 - 11/22/2006

AXA ADVISORS, LLC (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 05/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2006

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 Jorge Ivan Pereira.
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