Joanne Bolden

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

• 02/2011 → 03/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 03/2017 → 10/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2018 → 07/2019
  Citizens Bank
  Fort Washington, PA
• 11/2018 → 07/2019
  Citizens Securities Inc.
  Fort Washington, MA
• 07/2019 → Present
  Charles Schwab And Co., Inc.
  Westlake, TX
• 07/2019 → 05/2026
  Charles Schwab Bank
  Wayne, PA
• 05/2026 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2018-11-15 → 2019-07-08
  Citizens Securities, Inc.
  Havertown, PA
  Conshohocken, PA
• 2017-06-15 → 2018-10-23
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2017-06-15
• S63 Uniform Securities Agent State Law Examination
  2011-03-08

Other Names

• Joanne C Glover
• Joanne Christine Glover
• Joanne Glover
• Joanne Christine Bolden