Edmund Adam Job

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

• 04/2015 → 04/2018
  Td Ameritrade
  Fort Worth, TX
• 04/2015 → 06/2024
  Td Ameritrade Investment Management, Llc
  Westlake, TX
• 12/2021 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2015-04-30 → 2022-01-14
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
• 2015-04-30 → 2018-04-06
  Td Ameritrade, Inc.
  Westlake, TX
• 2008-08-08 → 2015-04-21
  Strategic Advisers Llc
  Westlake, TX
• 2006-10-04 → 2007-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 2004-12-15 → 2006-09-13
  Ameriprise Financial Services, Llc
  Fort Worth, TX
  Hurst, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-28
• S66 Uniform Combined State Law Examination
  2004-12-14

Designations

• Certified Financial Planner

Other Names

• Edmund Job
• Edmund A. Job