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Justin Pearce

Schwab Wealth Advisory, Inc.

Orange, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
TX RA APPROVED 2026-01-23
  • CA RA
    APPROVED
    Since 2026-01-26
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

Orange, CA • 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
J.P. Morgan Securities Llc Irvine CA 10/2012 02/2024
Jp Morgan Chase Bank Na Irvine CA 03/2009 02/2024
Tiaa Irvine CA 05/2024 08/2025
Tiaa-Cref Individual & Institutional Services, Llc Irvine CA 05/2024 08/2025
Unemployed Orange CA 02/2024 05/2024
Unemployed Orange CA 08/2025 01/2026
Charles Schwab & Co. Orange CA 01/2026 Present
Schwab Wealth Advisory Inc Orange CA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-12
S63 Uniform Securities Agent State Law Examination 2004-10-15
  • S65 Uniform Investment Adviser Law Examination
    2004-11-12
  • S63 Uniform Securities Agent State Law Examination
    2004-10-15
Designations
Other Names
  • Justin Pearce
  • Justin John Pearce

View on SEC IAPD

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