2194 Twain Avenue
Carlsbad, CA 92008
Tel: (760) 809-2700; Fax: (760) 931-6126
Email: info@schwabcapital.com

ABOUT SCHWAB CAPITAL ADVISORS

Testimonial:
“I have a background in hedging and am second generation in futures. My account started with $25,000. After a couple of months, I was comfortable enough to add another $25,000. I wrote an investment guide called Profit and Peace of Mind. I have peace knowing Jim Schwab is trading my money and plan on adding more money at the end of 2008.”

Marlee-Jo Jacobson/Founder  www.safemoneymetrics.com

James A Schwab-CEO and Chief Investment Strategist

James A Schwab James A Schwab, CEO and Chief Investment Strategist, is the sole Principal of Schwab Capital Advisors, LLC. Mr. Schwab is responsible for all money management, trade execution, and risk management of all transactions.

Mr. Schwab graduated in 1984 from the University of Texas in Austin with a Bachelor of Science degree in Engineering. Upon graduation he became a principal of J&L Custom Homes and later president of Cornerstone Custom Homes. In 1991, Mr. Schwab served as president of American Bakery Supply, Inc., a company he helped start, where was first introduced to futures and commodities as a commercial and dealt with commodity hedging. The company was later sold to a large international firm where Mr. Schwab remained on and from 2000 to 2008, served in multiple capacities including General Manager and Regional Sales Director, where he was responsible for the operaton and P&L of a $40 million unit while managing 75 employees, as well as Business Development Manager and currently Key Account Manager.

Mr. Schwab has been actively trading stocks and options for his own account for over 20 years, testing and honing his methods and skills. His hands on business background and commodity experience earned him a greater understanding of investment fundamentals as well as applying technical analysis and a quantitative approach to risk management.

His passion for option investing in futures led him in 2006 to become an NFA registered series 3 and 30 associated person serving as Branch Manager for ML Bear Inc. In August 2007 he launched Schwab Capital Advisors, LLC, to provide clients access to his managed futures trading program as a Commodity Trading Advisor (CTA).

 

We are located in Carlsbad, California, a community just north of San Diego.