Aj Poisson

Financial advisor at Charles Schwab & Co., Inc. · Clayton, MO

Last updated 2026-10-10

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Aj Poisson is a financial advisor at Charles Schwab & Co., Inc. in Clayton, MO, CRD 7386347. Licenses and exams on the registration: Series 66. IAPD registration began 2021-08-27.

Registration

CRD number
7386347
Registration status
Active
IAPD registration
2021-08-27
Industry Experience
5 years
Work Experience
16 years
States registered
MO

Licenses and exams

  • Series 66

Work history

  • 2020-09 to 2021-11 · TD Ameritrade · St. Louis, MO
  • 2019-08 to 2020-09 · Full Time Education · Saint Louis, MO
  • 2019-05 to 2019-08 · Schlotzkys Deli · Chesterfield, MO
  • 2018-07 to 2019-05 · Full Time Education · Saint Louis, MO
  • 2018-06 to 2018-08 · Timber Creek Grill · O'fallon, MO
  • 2018-06 to 2018-07 · Chandler Hill Vineyards · Defiance, MO
  • 2017-08 to 2018-06 · Full Time Education · Saint Louis University, MO
  • 2010-08 to 2017-05 · Full Time Education · Saint Charles, MO
  • 2021-12 to 2023-05 · Charles Schwab Bank, Ssb · Westlake, TX
  • 2021-12 to 2023-05 · Charles Schwab & Co., Inc. · Westlake, TX
  • 2023-05 to 2024-11 · Fidelity Investments · Chesterfield, MO
  • 2024-11 to 2025-04 · Fidelity/strategic Advisers LLC · Chesterfield, MO
  • 2025-04 to Present · Charles Schwab & Co., Inc. · Clayton, MO
  • 2025-04 to Present · Charles Schwab Bank · Clayton, MO

Current employment

SEC IAPD record for Aj Poisson

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Aj Poisson is a financial advisor at Charles Schwab & Co., Inc. in Clayton, MO. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 16 years of reported work history. Reported roles include Charles Schwab Bank, Fidelity/strategic Advisers LLC, Fidelity Investments, Charles Schwab Bank, Ssb, among others.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

8455 Maryland Avenue, Clayton, MO 63105-3646

29 advisors at this office.

Charles Schwab & office in Clayton, MO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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