Nathan Esteban Joubert
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.
Nathan Esteban Joubert is an investment adviser representative with Charles Schwab & Co., Inc. in New York City, NY, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Morgan Stanley and E*trade Capital Management, LLC. They have passed 4 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 New York.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
11 states and territories
California, Connecticut, Florida, Georgia, New Jersey, New Mexico, New York, Tennessee, Vermont, Washington, Wisconsin
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.
- Laidlaw & CompanyJan 2018 – Mar 2020New York, NY
- AutoZoneJun 2017 – Jan 2018Jersey City, NJ
- Rutgers UniversitySep 2012 – May 2017New Brunswick, NJ
- E*Trade Securities LLCJul 2020 – Jul 2023New York, NY
- E*TRADE Capital Management LLCJul 2020 – Jul 2023New York, NY
- UnemployedMar 2020 – Jul 2020Union City, NJ
- Pure Entertainment GroupJul 2019 – Mar 2020South Amboy, NJ
- Morgan StanleySep 2023 – Sep 2025New York, NY
- Morgan StanleySep 2023 – Sep 2023New York, NY
- Morgan StanleyJul 2023 – Sep 2025Jersey City, NJ
- Charles Schwab & Co., Inc.Sep 2025 – no end date reportedNew York, NY
- Charles Schwab Bank, SSBSep 2025 – no end date reportedNew York, NY
Official records & sources
Data as of June 28, 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
Similar advisors in New York City, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Esteban Joubert 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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