Boise, ID Office

Terrence Jones is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and Scottrade. Outside of his advisory role, he serves as Board Secretary for The Boise Chordsmen, a performing arts group. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

Josh Simboli is a financial advisor with Charles Schwab in Boise, Idaho, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Silicon Valley Bank and has a background that includes roles in digital media and education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal process for alternative investments.

Cameron Davis is a CFP® and holds a Series 66 license with Charles Schwab in Boise, ID. He has three years of industry experience, including roles at Charles Schwab Bank, Pioneer Title Company, and the University of Idaho. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a comprehensive operational structure including custody and brokerage services.

Scott Poulsen is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. He previously served in the United States Air Force for six years and has held roles at EnerBank/Regions Bank and A-1 Installations NW LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research resources.

Jan Schiedel is a financial advisor with Charles Schwab in Boise, ID, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2016. Outside of his advisory role, he serves as a board member of the Treasury Valley Hunting Retriever Club, a local nonprofit dog club focused on retriever hunting events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custody services. The firm’s scale and integrated structure support a broad client base with centralized operational and supervisory arrangements.

Mason Drum is a CFP® and Series 66 licensed advisor with Charles Schwab in Boise, ID, bringing four years of industry experience. He has held positions at Charles Schwab Bank, SSB and Charles Schwab since 2021, with earlier experience in the hospitality and service industries. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by proprietary research.

Ayesha Naseem is a financial advisor with Charles Schwab in Boise, ID, holding a Series 66 credential and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary managed accounts and multi-asset model portfolios.

Brian Balogh is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has been self-employed since 2013 while also working at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Robert Romero III is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His work history includes roles at Charles Schwab & Co., Charles Schwab Bank, Equitable Advisors, and an internship at Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized approach to custody and order routing.

Cote Mangel is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2022, following previous roles at TD Ameritrade and Scottrade. 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 advice and access to discretionary separately managed accounts. The firm’s integrated, large-scale model provides a range of advisory, brokerage, custody, and cash-sweep services.