Alexander Lee

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

• 11/2019 → 07/2020
  Walgreens
  Midland, TX
• 05/2021 → 07/2023
  Charter School Associates
  Clearwater, FL
• 08/2023 → 07/2024
  Lake Worth Independent School District
  Lake Worth, TX
• 02/2025 → 06/2025
  Equitable Advisors, Llc.
  Dallas, TX
• 02/2025 → 06/2025
  Equitable Financial Life Insurance
  Dallas, TX
• 08/2024 → 12/2024
  Frisco Independent School District
  Frisco, TX
• 01/2018 → 12/2018
  Baylor University Success Center Tutoring
  Waco, TX
• 07/2025 → 04/2026
  Jpmorgan Chase Bank, N.A.
  Mckinney, TX
• 07/2025 → 04/2026
  J.P. Morgan Securities Llc
  Mckinney, TX
• 07/2015 → 12/2018
  Full Time Education
  Waco, TX
• 01/2019 → 10/2019
  Unemployed
  Midland, TX
• 08/2020 → 12/2020
  Full Time Education
  Clearwater, FL
• 01/2025 → 01/2025
  Unemployed
  Mckinney, TX
• 01/2021 → 04/2021
  Unemployed
  Clearwater, FL
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2025-08-11 → 2026-04-20
  J.P. Morgan Securities Llc
  Mckinney, TX
  Mckinney, TX
• 2025-04-16 → 2025-06-18
  Equitable Advisors, Llc
  Dallas, TX
  Mckinney, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-04-03

Other Names

• Alex Lee