Kevin A Boorman
Investment Adviser Representative at Charles Schwab Investment Management, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin A. Boorman is an investment adviser representative with Charles Schwab Investment Management, Inc in Naples, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with J.p. Morgan Private Wealth Advisors LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
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.
- First Republic Investment Management, Inc.Dec 2021 – Sep 2023New York, NY
- First Republic Securities Company, LLCMar 2023 – Sep 2023New York, NY
- Clinton Investment ManagementApr 2018 – Dec 2021Stamford, CT
- Vitech Solutions GroupJun 2017 – Apr 2018New York, NY
- Lehigh UniversityAug 2013 – May 2017Bethlehem, PA
- J.p. Morgan Securities LLCSep 2023 – Nov 2024New York, NY
- Charles Schwab & Co., Inc.Nov 2024 – no end date reportedNaples, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab Investment Management, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 10
- Main office:
- San Francisco, CA
- SEC file number:
- 801-35905
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Charles Schwab Investment Management, Inc
Showing 12 of 36 in the directory
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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. Kevin A Boorman 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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