12/26/2025: In observance of the upcoming holiday, the branch will be closed on Thursday, January 1, 2026. We will be open normal business hours on Wednesday, December 31, 2025.

Stockton

Visit Schwab's Stockton, CA branch, your local investment firm offering financial services near you.

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Address

3101 W. March Lane, Suite A
Stockton, CA 95219-2303: opens in a new window

We are located between Feather Drive and Deer Park Drive west of the I-5 freeway past the Fountain Office Complex.

Ample free parking in attached parking lot.

Hours

Mon - Wed: 8:30 a.m. - 5:00 p.m.
Thu: Closed
Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 209-475-1955
24/7 support: 800-435-4000

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

Your needs, expertly handled.

Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Jason Roeske

VP - Branch Manager | AAMS®, CWS®

Summer Lemmon

VP - Assistant Branch Manager

Ted Goodsell

VP - Sr. Financial Consultant | AWMA®

Paul Lamandia

VP - Financial Consultant | AAMS®

Terry Nilsen

VP - Financial Consultant

Guillermo Roses

VP - Financial Consultant | ChFC®

Daniel Valencia

VP - Financial Consultant | MBA

We have one focus: You.

Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Join us for a local workshop.

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

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Managing Your Financial Life with Schwab.com

Explore Schwab.com with a Financial Consultant to help you manage your financial planning.

525 FULTON AVE
SACRAMENTO, CA 95825

January 16, 2026
11:00 AM - 12:00 PM

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(1025-SM77)

Stockton

Location Details for Stockton

Address

Hours

Contacts