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Joseph John Najarian

Charles Schwab & CO., Inc.

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About Joseph John Najarian

Joseph Najarian is a financial advisor who has been in the industry since 2016. Joseph is currently registered with Charles Schwab & CO., Inc. and has been registered in Texas since 2022. Prior to joining Charles Schwab & CO., Inc., Joseph worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2019 to 2022 and Charles Schwab & CO., Inc. from 2016 to 2019. Joseph is also registered as an Investment Advisor Representative in Texas.

Firm Information

Joseph Najarian 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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Joseph Najarian’s Registration & Firm History

TX

05/09/2022 - Present

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

CA

12/11/2019 - 01/04/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTS VALLEY CA)

CA

06/01/2016 - 01/21/2019

CHARLES SCHWAB & CO., INC. (Fremont CA)

CA

01/25/2016 - 02/17/2016

FORESTERS FINANCIAL SERVICES, INC. (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 09/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2016

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 Joseph John Najarian.
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