08/25/2025: In observance of the upcoming holiday, the branch will be closed on Monday, September 1.

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 - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

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®

Ted Goodsell

VP - Sr. Financial Consultant | AWMA®

Paul Lamandia

VP - Financial Consultant | AAMS®

Summer Lemmon

VP - Assistant Branch Manager

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.

See more workshops

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

1231 S. California Bvd
Walnut Creek, CA 94596

September 9, 2025
11:00 AM - 12:00 PM

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Exploring Fixed Income for Your Portfolio

Invite your guests to discover how fixed income investments, like bonds, can preserve capital and diversify their portfolio to help protect against market risks.

525 FULTON AVE
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September 17, 2025
12:00 PM - 1:00 PM

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Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

525 FULTON AVE
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September 19, 2025
11:00 AM - 12:00 PM

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Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

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.

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