Samantha Leigh Binz

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

• 08/2015 → 11/2016
  Starbucks Coffee
  Grand Prairie, TX
• 03/2019 → 07/2019
  Fort Worth Independent School District
  Fort Worth, TX
• 05/2018 → 12/2018
  The Cheesecake Factory
  Fort Worth, TX
• 08/2017 → 05/2018
  Tarleton State University
  Stephenville, TX
• 05/2016 → 09/2017
  Outback Steakhouse
  Arlington, TX
• 07/2019 → 08/2020
  American National Bank Of Texas
  Fort Worth, TX
• 08/2020 → 07/2022
  First Command Financial Services
  Fort Worth, TX
• 12/2018 → 07/2019
  Full-Time Education
  Fort Worth, TX
• 07/2022 → 04/2024
  First Command Brokerage Services
  Fort Worth, TX
• 04/2024 → 09/2025
  First Command Brokerage Services
  Fort Worth, TX
• 10/2025 → Present
  Charles Schwab
  Westlake, TX
• 09/2025 → Present
  Schwab Wealth Advisory, Inc
  Westlake, TX

Previous Registrations

• 2022-08-23 → 2025-10-07
  First Command Advisory Services
  Fort Worth, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Samantha Leigh Jameson