Paul Wilson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 07/2020
  Morgan Stanley
  Gilbert, AZ
• 04/2016 → 12/2016
  List-Logix
  Tempe, AZ
• 09/2020 → 03/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2021 → 04/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 04/2021 → 07/2022
  Robinhood Securities
  Tempe, AZ
• 01/2017 → 05/2019
  Unemployed
  Chandler, AZ
• 08/2020 → 08/2020
  Unemployed
  Chandler, AZ
• 08/2022 → 10/2022
  Unemployed
  Chandler, AZ
• 11/2022 → 02/2026
  J.P Morgan Securities Llc
  Tempe, AZ
• 03/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2026 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2023-02-10 → 2026-02-24
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe , AZ
  San Antonio, TX
  Chandler, AZ
  Tempe, AZ
• 2021-01-04 → 2021-04-14
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2019-08-30 → 2020-07-31
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-26

Other Names

• Paul Adam Wilson
• Paul A Wilson