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Todd Jason Justice

Schwab Wealth Advisory, Inc.

Plano, TX

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-16

Branch Locations

Plano, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Dallas TX 06/2009 08/2022
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2022
Charles Schwab & Co., Inc. Plano TX 09/2022 Present
Schwab Wealth Advisory, Inc. Plano TX 12/2025 Present
  • 06/2009 → 08/2022
    Morgan Stanley
    Dallas, TX
  • 01/2015 → 08/2022
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-01
S63 Uniform Securities Agent State Law Examination 1998-10-05
  • S65 Uniform Investment Adviser Law Examination
    2002-08-01
  • S63 Uniform Securities Agent State Law Examination
    1998-10-05
Designations
Other Names
  • Todd Jason Justice
  • Todd Justice

View on SEC IAPD

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