Jordan Patrick Bommarito

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-15

TX RA
APPROVED

Since 2023-08-15

Branch Locations

3000 Schwab Way,, Westlake, TX 76262 • 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

Organization	City	State	From	To
Woodside Bible Church	Troy	MI	08/2019	08/2019
Ralco Industries Inc	Auburn Hills	MI	05/2018	08/2018
Stony Creek Metropark	Shelby Township	MI	05/2017	09/2017
Michigan State University	East Lansing	MI	08/2016	05/2020
Charles Schwab & Co., Inc.	Westlake	TX	04/2021	Present
Unemployed	Argyle	TX	05/2020	04/2021
Schwab Wealth Advisory Inc	Westlake	TX	08/2023	Present

08/2019 → 08/2019

Woodside Bible Church

Troy, MI
05/2018 → 08/2018

Ralco Industries Inc

Auburn Hills, MI
05/2017 → 09/2017

Stony Creek Metropark

Shelby Township, MI
08/2016 → 05/2020

Michigan State University

East Lansing, MI
04/2021 → Present

Charles Schwab & Co., Inc.

Westlake, TX
05/2020 → 04/2021

Unemployed

Argyle, TX
08/2023 → Present

Schwab Wealth Advisory Inc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-17

S66 Uniform Combined State Law Examination

2022-11-17

Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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