John Mitchell Wurzer

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

• 02/2017 → 05/2025
  T. Rowe Price
  Baltimore, MD
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Parkville, MO
• 05/2025 → 09/2025
  Unemployed
  Parkville, MO
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Parkville, MO
• 10/1991 → 11/2016
  American Century Investment Services Inc.
  Kansas City, MO
• 07/1990 → 11/2016
  Twentieth Century Services, Inc.
  Kansas City, MO

Previous Registrations

• 2018-01-03 → 2025-06-02
  T. Rowe Price Associates, Inc.
  Parkville, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-12-30
• S63 Uniform Securities Agent State Law Examination
  1990-10-12

Other Names

• Mitch Wurzer