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KC

Kingsley C. Calvo-jordan

SCHWAB WEALTH ADVISORY
Bloomington, MN 55439
Some features on this profile are disabled
CRD#: 4158257
KC

Professional summary

Kingsley Constantino Calvo-jordan, who also goes by Kingsley C Caluo Jordan, Kingsley C Calvo Jordan, Kingsley Constantino Calvo Jordan, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Bloomington, Minnesota and CHARLES SCHWAB & CO., INC. located in Minneapolis, Minnesota.

Kingsley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kingsley has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kingsley C Caluo Jordan | Kingsley C Calvo Jordan | Kingsley Constantino Calvo Jordan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name/Address: Hispanic Solutions Group LLC Start Date: 10/26/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Presenter Non Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kingsley Constantino Calvo-jordan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 24, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 7825 Washington Ave S. Suite 725, Bloomington, MN 55439
RIA
CRD#: 159035
Bloomington, MN
Current

July 24, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 7825 Washington Ave. S. 5th Floor, Minneapolis, MN 55439
RIA
BD
CRD#: 5393
Minneapolis, MN
Past

January 3, 2023 - May 6, 2025

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MINNETONKA, MN
Past

August 10, 2022 - May 6, 2025

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MINNETONKA, MN
Past

July 27, 2020 - August 11, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
GOLDEN VALLEY, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(8/19/2025)
RR
Idaho
(8/19/2025)
RR
Iowa
(8/19/2025)
RR
Kansas
(8/19/2025)
RR
Minnesota
(7/24/2025)
IAR
Minnesota
(7/24/2025)
RR
Nebraska
(8/19/2025)
RR
Oklahoma
(8/19/2025)
RR
Utah
(8/19/2025)
RR
Wisconsin
(8/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/27/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/10/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Bloomington, MN 55439

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