John J Monfreda

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2008 → Present
  Monfreda Realty Group, Llc
  Indianapolis, IN
• 01/2012 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Other Businesses

MONFREDA REALTY GROUP, LLC, INDIANAPOLIS, INDIANA, 05/2008, NOT INVESTMENT RELATED, VICE PRESIDENT, MANAGE RENTAL PORTFOLIO OF SINGLE FAMILY RESIDENCES, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-05
• S63 Uniform Securities Agent State Law Examination
  1988-10-14

Other Names

• John Joseph Monfreda