William Jacob Mcmannis

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

• 03/2016 → 01/2018
  Jp Morgan Securities Llc
  Greenwood, IN
• 03/2016 → 01/2018
  Jpmorgan Chase Bank
  Greenwood, IN
• 02/2018 → 11/2020
  Tiaa
  Bloomington, IN
• 02/2018 → 11/2020
  Tiaa
  Bloomington, IN
• 12/2021 → 06/2024
  Collier Financial, Inc.
  Denver, CO
• 11/2020 → 11/2021
  Unemployed
  Highlands Ranch, CO
• 02/2022 → 06/2024
  Lpl Financial
  Denver, CO
• 02/2024 → 03/2026
  Mcmannis Wealth Llc
  Highlands Ranch, CO
• 12/2023 → 03/2026
  Mcmannis Wealth Llc
  Highlands Ranch, CO
• 12/2021 → 12/2023
  Collier Financial
  Denver, CO
• 02/2016 → 02/2018
  Jp Morgan
  Greenwood, IN
• 03/2026 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO
• 03/2026 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2024-03-31 → 2026-03-06
  Mcmannis Wealth Llc
  Highlands Ranch, CO
  Highlands Ranch, CO
• 2021-12-17 → 2024-01-02
  Collier Financial, Inc
  Denver, CO
  Denver, CO
• 2018-03-08 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Bloomington, IN
• 2016-04-22 → 2018-02-07
  J.P. Morgan Securities Llc
  Greenwood, IN
  Indianapolis, IN
  Greenwood, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
• 2012-06-08 → 2015-02-23
  Charles Schwab & Co., Inc.
  Naples, FL
  Denver, CO
  Indianapolis, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-03
• S66 Uniform Combined State Law Examination
  2012-06-07

Designations

• Certified Financial Planner

Other Names

• Will Jacob Mcmannis
• William J Mcmannis
• William Mcmannis
• William Jacob Mcmannis
• Will Mcmannis