Jim Peterson

Chief Investment Officer at Charles Schwab Investment Advisory, Inc.

Consumer Services

Finance

Jim Peterson active positions

Companies	Position	Start	End
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Chief Investment Officer	31/12/1997	-
	Portfolio Manager-Equities	31/12/1997	-

Companies	Position	Start	End
University of Notre Dame	Corporate Officer/Principal	30/12/1997	30/12/1997

Louisiana State University

Doctorate Degree

International

United States

Operational

Sectoral

Consumer Services	3
Finance	2

Positions held

Active

Inactive

Listed companies

Private companies

Private companies	1
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Finance

Private companies

Finance