Julia Sarah Acer

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

• 11/2009 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2004 → Present
  Southwest Institute Of Healing Arts
  Tempe, AZ
• 01/2012 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) SouthWest Institute of Healing Arts | Investment Related:No|1001 E. Apache Blvd|Tempe|AZ|85281|USA|Other|Teacher/Facilitator|11/1/2004|Less than 20|0|teach classes non-finance related. I teach 2 classes about reading the human energy field and learning about the chakras. I also assist with a class called energy anatomy that is an overview class of different human energy systems (acupuncture, aruvedya)., 2) Julia Acer | Investment Related:No|620 E. Orangewood Ave|Phoenix|AZ|85020|USA|Other|Life Coach|5/1/2006|Less than 20|0|Listen to clients' and ask them questions about the situation of concern to them. The situations people see me about are health related., 3) Rental house | Investment Related:No|1236 E. Meadowbrook Ave|Phoenix|AZ|85016|USA|Real Estate (Non-Agent/Broker)|owner|1/14/2020|Varies|0|I own a second house that is not currently rented out, however I will rent it out after I do some renovations, 4) Rental house | Investment Related:No|1236 E. Meadowbrook AVe|phoenix|az|85014|USA|Real Estate (Non-Agent/Broker)|home owner/landlord|9/1/2021|Less than 20|0|renting second house out, 5) rental house | Investment Related:No|620 E Orangewood Ave|phoenix|az|85020|usa|Real Estate (Non-Agent/Broker)|Landlord|2/15/2025|Less than 20|0|maintain home in good working order

Exams

• S66 Uniform Combined State Law Examination
  2011-08-13
• S63 Uniform Securities Agent State Law Examination
  2011-01-26