Julianne Erica Mate

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

• 10/2024 → Present
  Charles Schwab & Co., Inc.
  Chandler, AZ
• 02/2019 → 10/2023
  Arizona State University Foundation
  Tempe, AZ
• 10/2023 → 10/2024
  Homemaker
  Phoenix, AZ
• 07/2012 → 02/2019
  Arizona State University
  Tempe, AZ
• 10/2024 → 01/2026
  Charles Schwab Bank, Ssb
  Chandler, AZ
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) Self|Investment Related: No|Real Estate (Non-Agent/Broker)|Property Manager / Co-Host||Less than 20 hour/month - 0 during trading hours|Rental of the small guesthouse at my primary residence. Responsibilities include: communication with tenants, coordinating maintenance and repairs, occasional cleaning as needed. No financial services or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-09

Other Names

• Julie Mate