James
Staten
Charles Schwab Investment Management, Inc
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About this Advisor
James Staten is a financial advisor based in Atlanta, Georgia, working with Charles Schwab Investment Management, Inc. James has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and Charles Schwab Investment Management. James has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Charles Schwab Investment Management, Inc, which operates out of Atlanta, Georgia. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$1,098,805,397,188
857
304,509
$3,608,450
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Staten Work History
Charles Schwab Investment Management
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of James Staten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
San Francisco, CA
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