George Morakis

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

• 02/2015 → 02/2017
  J.P. Morgan Securities, Llc
  Astoria, NY
• 02/2015 → 02/2017
  J.P. Morgan Chase Bank
  Astoria, NY
• 09/2015 → 10/2016
  Self
  New Hyde Park, NY
• 02/2017 → 06/2020
  Jpmorgan Chase Bank, N.A.
  Forest Hills, NY
• 06/2020 → 08/2021
  Fisher Investments
  Plano, TX
• 08/2021 → 07/2024
  The Vanguard Group, Inc
  Scottsdale, AZ
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2024 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2021-08-20 → 2024-08-08
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Plano, TX
• 2020-07-13 → 2021-08-17
  Fisher Investments
  Plano, TX
  Plano, TX
• 2017-04-06 → 2020-07-02
  J.P. Morgan Securities Llc
  Astoria, NY
  Astoria, NY
  Astoria, NY
  Forest Hills, NY
  Middle Village, NY
  Woodhaven, NY
  Woodhaven, NY
  Woodhaven, NY
  Woodhaven, NY
  Plano, TX
  Woodhaven, NY
  San Antonio, TX
  Plano, TX

Other Businesses

1) Morakis Immigration Law PLLC | Investment Related:No|Legal Services|Immigration Law Attorney|11/1/2024|Less than 20|0|Complete Immigration Forms for Clients, 2) George Morakis & Rosa Morakis (Passive Rental income) | Investment Related:No|930 Excalibur Dr.|Lewisville|Texas|75077|U.S.A.|Real Estate (Non-Agent/Broker)|Passive Rental income|7/1/2025|Less than 20|0|Passive Rental income

Exams

• S66 Uniform Combined State Law Examination
  2017-03-30
• S63 Uniform Securities Agent State Law Examination
  2012-02-23

Designations

• Certified Financial Planner
• Chartered Financial Analyst