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Justin William Stewart

Schwab Wealth Advisory, Inc.

Indianapolis, IN

San Francisco, 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
IN RA APPROVED 2025-06-06
  • IN RA
    APPROVED
    Since 2025-06-06

Branch Locations

Indianapolis, IN • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Charles Schwab & Co., Inc. Indianapolis IN 11/2015 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 06/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2017-04-26
  • S66 Uniform Combined State Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2017-04-26
Other Names
  • Justin Stewart

View on SEC IAPD

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