Tanner David Dix

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

• 05/2020 → 06/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2019 → 01/2020
  K Force
  Phoenix, AZ
• 01/2019 → 08/2019
  The Foresight Companies, Llc
  Phoenix, AZ
• 10/2017 → 10/2018
  Guild Mortgage
  Phoenix, AZ
• 06/2021 → 04/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 07/2022 → 03/2026
  J. P. Morgan Securities Llc
  Tempe, AZ
• 07/2022 → 03/2026
  Jpmorgan Chase Bank N. A.
  Tempe, AZ
• 10/2018 → 05/2021
  Desert Springs Mortgage
  Phoenix, AZ
• 10/2015 → 09/2017
  Unemployed
  Phoenix, AZ
• 06/2021 → 07/2022
  Robinhood Markets Inc
  Tempe, AZ
• 03/2026 → Present
  Charles Schwab & Co, Inc
  Phoenix, AZ
• 03/2026 → Present
  Schwab Wealth Advisory, Inc
  Phoenix, AZ

Previous Registrations

• 2022-09-04 → 2026-03-18
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Phoenix, AZ
  Plano, TX
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-08-24
• S63 Uniform Securities Agent State Law Examination
  2020-08-05

Designations

• Certified Financial Planner

Other Names

• Tanner Dix
• Tanner David Dix