Crystal Huggins

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

• 12/2013 → 03/2018
  Wells Fargo Clearing Services, Llc
  New York, NY
• 03/2018 → 01/2022
  Missionsquare Retirement
  Washington, DC
• 02/2022 → 05/2025
  J.P. Morgan Securities Llc
  Plano, TX
• 01/2022 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 03/2018 → 01/2022
  Missionsquare Investment Services
  District Of Columbia, WA
• 12/2013 → 03/2018
  Wells Fargo Advisors, Llc
  Wayne, NJ
• 09/2021 → 05/2023
  Instacart
  San Francisco, CA
• 06/2025 → Present
  Charles Schwab & Co., Inc
  Westlake, TX
• 06/2025 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2022-03-07 → 2025-05-22
  J.P. Morgan Securities Llc
  Plano, TX
  Charlotte, NC
  Plano, TX
• 2014-01-09 → 2018-03-13
  Wells Fargo Clearing Services, Llc
  Wayne, NJ
  Naples, FL
  New York, NY
• 2007-04-27 → 2013-01-02
  Wells Fargo Clearing Services, Llc
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-04-25

Designations

• Certified Financial Planner

Other Names

• Crystal M Huggins
• Crystal Huggins
• Crystal Marisa Huggins