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Juan Diego Membreno

Charles Schwab & CO., Inc.

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About Juan Diego Membreno

Juan Diego Membreno is a financial advisor at Charles Schwab & CO., Inc. based in Chicago. Juan has been in the financial industry since 2016 and is licensed to offer securities and investment advisory services in multiple states, including Florida and Texas. He is also a registered representative with TD Ameritrade Clearing, Inc. Juan holds Series 6, 7, 57, and 63 licenses and the SIE. Previous experience includes roles at TD AMERITRADE, INC. and WELLS FARGO ADVISORS, LLC.

Firm Information

Juan Membreno 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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Juan Membreno’s Registration & Firm History

IL

01/23/2023 - Present

Charles Schwab & CO., Inc. (Chicago IL)

NE

06/29/2018 - 07/29/2024

TD AMERITRADE, INC. (OMAHA NE)

NE

04/30/2013 - 02/24/2014

WELLS FARGO ADVISORS, LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 10/07/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/29/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2018

Series 57 - Securities Trader Exam

BC

Issued 08/15/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGX Exchange, Inc.

F

FINRA

M

MEMX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Juan Diego Membreno.
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