Josiah Corey
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Josiah Corey is an investment adviser representative with Charles Schwab & Co., Inc. in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nike IncorporatedJun 2023 – Nov 2023Glendale, AZ
- CupbopJun 2023 – Jul 2023Glendale, AZ
- Cutter Mazda DealershipFeb 2020 – May 2020Waipahu, HI
- Navy ExchangeJul 2022 – Aug 2022Great Lakes, IL
- Target CorporationJun 2017 – May 2018Honolulu, HI
- Regal TheatersAug 2018 – Dec 2018Honolulu, HI
- Taco Del MarAug 2018 – Dec 2018Honolulu, HI
- UnemployedNov 2013 – Jun 2017Honolulu, HI
- UnemployedMay 2018 – Aug 2018Honolulu, HI
- UnemployedDec 2018 – Feb 2019Honolulu, HI
- Target CorporationApr 2021 – Mar 2023Glendale, AZ
- UnemployedMay 2019 – Feb 2020Honolulu, HI
- UnemployedFeb 2023 – Jun 2023Phoenix, AZ
- Regal TheatersFeb 2019 – May 2019Austin, TX
- Charles Schwab & Co., Inc.Nov 2023 – no end date reportedChandler, AZ
- UnemployedJun 2020 – May 2021Honolulu, HI
- Charles Schwab Bank, SSBJan 2026 – no end date reportedChandler, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Josiah Corey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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