Jose A Monterrosa

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

• 01/2018 → 03/2018
  Pro Unlimited
  Montvale, NJ
• 04/2016 → 06/2017
  Beneco
  Scottsdale, AZ
• 03/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2017 → 12/2017
  Extended Travel
  Phoenix, AZ
• 01/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) Maricopa Community Colleges | Investment Related:No|18401 N 32nd St|Phoenix|AZ|85032|USA|Education|Adjunct Faculty|8/10/2026|Less than 20|0|As an adjunct faculty member at a local community college, I will be responsible for teaching an Corporate Finance course. My duties include preparing and delivering course content, facilitating classroom discussion, evaluating student assignments, and maintaining accurate academic records. This role is focused exclusively on education and instruction. I do not have any responsibilities related to financial services, investment advice, portfolio management, or handling client financial information.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03
• S63 Uniform Securities Agent State Law Examination
  2010-06-15

Designations

• Certified Financial Planner

Other Names

• Jose A Monterrosa
• Jose Antonio Monterrosa