John Bryan Loy

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

• 01/2015 → 01/2017
  Capital One Sharebuilder, Inc.
  New Orleans, LA
• 01/2017 → 09/2019
  New York Life Insurance Co
  Dallas, TX
• 02/2017 → 09/2019
  Nylife Securities Llc
  Dallas, TX
• 03/2017 → 09/2019
  Eagle Strategies Llc
  Dallas, TX
• 10/2019 → 05/2021
  Edward Jones
  St Louis, MO
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2021 → 02/2026
  Charles Schwab Bank, Ssb
  Westlake, TX
• 12/2019 → 06/2021
  Drury Hotels
  Tempe, AZ
• 02/2026 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2019-10-23 → 2021-06-03
  Edward Jones
  Tempe, AZ
• 2017-03-23 → 2019-09-17
  Eagle Strategies Llc
  Dallas, TX
• 2015-04-06 → 2017-01-18
  Capital One Advisors, Llc
  Seattle, WA
  New Orleans, LA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2015-04-04
• S63 Uniform Securities Agent State Law Examination
  2008-11-15

Designations

• Certified Financial Planner

Other Names

• Bryan Loy