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CHARLES SCHWAB & CO., INC.

Active

in

Registration No.
0621089
Incorporation Date
1971-04-01
Company Type
Not disclosed
Address
WESTLAKE, United States
Website
www.client.schwab.com/public/branchlocator/branchdetails.aspx
Source: California Secretary of State — bizfile Online

CHARLES SCHWAB & CO., INC. is a registered legal entity registered in United States under 0621089, and its current status with California Secretary of State — bizfile Online is active. The company was incorporated on 1 April 1971 and lists its registered address as WESTLAKE, United States. No shareholders are recorded for CHARLES SCHWAB & CO., INC.; ownership in this jurisdiction is held as the stock ledger under state corporate law (e.g. §219 of the Delaware General Corporation Law), a record kept privately rather than filed publicly. No beneficial owner (UBO) data is recorded for CHARLES SCHWAB & CO., INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules. This profile is sourced directly from California Secretary of State — bizfile Online and was last updated on 29 September 2026.

Data Provenance
This record is sourced directly from official government registries, including California Secretary of State — bizfile Online.

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Officers

5

The Managing Director of CHARLES SCHWAB & CO., INC. currently on record is Scott Jensen; five officers are currently on record for CHARLES SCHWAB & CO., INC., filed with California Secretary of State — bizfile Online.

The register reports 45 officers in total, including past appointments, though only the 5 most relevant records are shown here.

The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

SJ
Scott Jensen ACTIVE

Residence
🇺🇸 United States
Occupation
Managing Director

JK
Jason King ACTIVE

Residence
🇺🇸 United States
Occupation
Managing Director – Annuity / Insurance Product Management, Marketing & Strategy

BB
Brian Burke ACTIVE

Residence
🇺🇸 United States
Occupation
Vice President – Client Service & Support

JF
John Fisher ACTIVE

Residence
🇺🇸 United States
Occupation
Vp – Branch Manager

KJ
Karen Jordan ACTIVE

Residence
🇺🇸 United States
Occupation
Vice President, Branch Manager

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Frequently Asked Questions

Who is CHARLES SCHWAB & CO., INC.'s UBO (Ultimate Beneficial Owner)?

No Ultimate Beneficial Owner (UBO) data is recorded for CHARLES SCHWAB & CO., INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules.

What is CHARLES SCHWAB & CO., INC.'s company registration number?

CHARLES SCHWAB & CO., INC.'s registration number is 0621089, filed with California Secretary of State — bizfile Online in United States. Its current status on the register is active.

Is CHARLES SCHWAB & CO., INC. still an active company?

CHARLES SCHWAB & CO., INC.'s status on California Secretary of State — bizfile Online is listed as active.

When was CHARLES SCHWAB & CO., INC. incorporated?

CHARLES SCHWAB & CO., INC. was incorporated on 1 April 1971, according to California Secretary of State — bizfile Online.

What is CHARLES SCHWAB & CO., INC.'s registered address?

The registered address on file for CHARLES SCHWAB & CO., INC. is WESTLAKE, United States.

Who are the officers/directors of CHARLES SCHWAB & CO., INC.?

The Managing Director of CHARLES SCHWAB & CO., INC. currently on record is Scott Jensen; five officers are currently on record for CHARLES SCHWAB & CO., INC., filed with California Secretary of State — bizfile Online.

Can Zavia monitor changes to CHARLES SCHWAB & CO., INC.'s ownership over time?

This profile reflects a point-in-time snapshot from California Secretary of State — bizfile Online. Zavia's monitoring API can track changes to CHARLES SCHWAB & CO., INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access CHARLES SCHWAB & CO., INC.'s data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like CHARLES SCHWAB & CO., INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from California Secretary of State — bizfile Online and was last synced on 29 September 2026.

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