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Justin Lee Free

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-18
  • AZ RA
    APPROVED
    Since 2023-09-18

Branch Locations

Phoenix, AZ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2011 06/2018
Bank Of America, N.A. Chandler AZ 07/2011 06/2018
Wells Fargo Clearing Services Llc Appleton WI 06/2018 08/2019
Morgan Stanley Gilbert AZ 09/2019 09/2023
Morgan Stanley Private Bank, N.A New York NY 05/2023 09/2023
Charles Schwab & Co., Inc. Phoenix AZ 09/2023 Present
Schwab Wealth Advisory Inc Phoenix AZ 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-01
  • S66 Uniform Combined State Law Examination
    2011-08-01
Designations
Other Names
  • Justin L Free

View on SEC IAPD

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