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Joshua Zimmer

Charles Schwab & CO., Inc.

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About Joshua Zimmer

Joshua Zimmer is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since 2014. Joshua currently holds Series 6, 7, 24, 63, and 65 licenses and is registered in 35 states. Joshua has previous experience with firms such as USAA Financial Advisors, Inc., VICTORY CAPITAL SERVICES, INC. and Northwestern Mutual Investment Services, LLC. Joshua has expertise in financial planning, portfolio management, and providing selection of other advisors.

Firm Information

Joshua Zimmer 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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Joshua Zimmer’s Registration & Firm History

TX

03/08/2022 - Present

Charles Schwab & CO., Inc. (San Antonio TX)

TX

01/07/2020 - 11/05/2021

VICTORY CAPITAL SERVICES, INC. (San Antonio TX)

TX

10/11/2013 - 07/02/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

07/01/2013 - 09/18/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 03/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/01/2013

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 Joshua Zimmer.
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