AUMdb
JE

James Earl Staten

CRD 5584697 Certified Financial Planner

Firms

FirmRoleAs of
Charles Schwab Investment Management, Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗