Ghazwan Zahid Ramlawi

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:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-12-18
TX	RA	APPROVED_RES	2025-12-16

AZ RA
APPROVED

Since 2025-12-18
TX RA
APPROVED_RES

Since 2025-12-16

Branch Locations

Scottsdale, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Scottsdale	AZ	01/1994	Present
Charles Schwab Bank, Ssb	Scottsdale	AZ	06/2008	Present
Self-Employed	Scottsdale	AZ	01/1997	Present
Schwab Wealth Advisory Inc	Scottsdale	AZ	12/2025	Present

01/1994 → Present

Charles Schwab & Co., Inc.

Scottsdale, AZ
06/2008 → Present

Charles Schwab Bank, Ssb

Scottsdale, AZ
01/1997 → Present

Self-Employed

Scottsdale, AZ
12/2025 → Present

Schwab Wealth Advisory Inc

Scottsdale, AZ

Other Businesses

1) SELF EMPLOYED, SCOTTSDALE, ARIZONA, NOT INVESTMENT RELATED, ACTOR/MODEL, 01/01/1997, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-29
S63	Uniform Securities Agent State Law Examination	1993-04-28

S66 Uniform Combined State Law Examination

2007-03-29
S63 Uniform Securities Agent State Law Examination

1993-04-28

Other Names

Jesse Zahid Ramlawi
Jesse Z Ramlawi

View on SEC IAPD