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Justin Daniel Kerr

Charles Schwab & CO., Inc.

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About Justin Daniel Kerr

Justin Kerr is a financial advisor with Charles Schwab & Co., Inc. Justin has been in the financial industry since 2009 and is licensed to provide advisory services in Arizona and California. Justin has experience in various financial services, including financial planning, portfolio management, and investment advice. Justin holds a Series 63, Series 65, Series 7, Series 9, and Series 10 licenses and the SIE exam. Justin has worked with Charles Schwab & Co., Inc. since 2015. Justin also worked with ScotTrade, Inc. from 2009 until 2013 and Mesa Public Schools starting in 2013.

Firm Information

Justin Kerr 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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Justin Kerr’s Registration & Firm History

AZ

10/27/2017 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

04/13/2009 - 09/10/2013

SCOTTRADE, INC. (CHANDLER AZ)

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Licenses & Designations

IA

Issued 10/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/27/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2009

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 Justin Daniel Kerr.
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