# James Earl Staten

James Earl Staten is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/106753) | 2023-03-10 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-06-05 | 2023-04-14 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2020-05-24 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2011-05-11 | 2018-01-08 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2009-12-16 | 2011-04-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5584697)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5584697.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.