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Edward S. Valestin

Schwab Wealth Advisory, Inc.

Boston, MA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
MA RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2026-01-03
  • MA RA
    APPROVED
    Since 2025-09-30

Branch Locations

One International Place, Boston, MA 02110 • 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
Jpmorgan Chase Bank, N.A. Boston MA 10/2019 08/2025
Jpmorgan Securities, Llc. Boston MA 10/2019 08/2025
Boston College Chestnut Hill MA 09/2016 06/2019
Boston College Chestnut Hill MA 06/2016 06/2019
Unemployment Boston MA 09/2019 09/2019
Charles Schwab & Co., Inc Boston MA 08/2025 Present
Schwab Wealth Advisory Inc. Boston MA 08/2025 Present
  • 10/2019 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 10/2019 → 08/2025
    Jpmorgan Securities, Llc.
    Boston, MA
  • 09/2016 → 06/2019
    Boston College
    Chestnut Hill, MA
  • 06/2016 → 06/2019
    Boston College
    Chestnut Hill, MA
  • 09/2019 → 09/2019
    Unemployment
    Boston, MA
  • 08/2025 → Present
    Charles Schwab & Co., Inc
    Boston, MA
  • 08/2025 → Present
    Schwab Wealth Advisory Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-28
  • S66 Uniform Combined State Law Examination
    2020-01-28
Designations
Other Names
  • Edward S. Valestin
  • Edward Valestin
  • Eddie Valestin

View on SEC IAPD

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