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James D
Series 63, Series 65
Wenatchee, WA
Charles Schwab
James Deich is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. since 2020. Prior to that, he was with Financial Alternatives and PlanMember Securities Corporation from 2016 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts via affiliated managers. The firm is notable for its scale, integrated service model, and multi-asset portfolio approach with centralized custody and operational support.
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