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John Joe Escamilla

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7587958

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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

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-18
  • AZ RA
    APPROVED
    Since 2025-12-18

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miramont Country Club Bryan TX 08/2021 06/2022
Olive Garden Bryan TX 08/2020 08/2021
Laz Parking Fort Worth TX 06/2019 07/2020
Rockwood Go-Kart Inc Fort Worth TX 01/2018 08/2018
Pie Five Fort Worth TX 03/2017 01/2018
Taco Cabana Fort Worth TX 04/2016 03/2017
North Side Highschool Fort Worth TX 08/2014 08/2018
Brighton Jones Scottsdale AZ 06/2022 11/2022
Texas A&M College Station TX 08/2018 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 02/2025 11/2025
Unemployed Phoenix AZ 11/2022 01/2023
Bank Of America Scottsdale AZ 01/2023 02/2025
Schwab Wealth Advisory, Inc Phoenix AZ 12/2025 Present
Charles Schwab & Co, Inc Phoenix AZ 12/2025 Present
  • 08/2021 → 06/2022
    Miramont Country Club
    Bryan, TX
  • 08/2020 → 08/2021
    Olive Garden
    Bryan, TX
  • 06/2019 → 07/2020
    Laz Parking
    Fort Worth, TX
  • 01/2018 → 08/2018
    Rockwood Go-Kart Inc
    Fort Worth, TX
  • 03/2017 → 01/2018
    Pie Five
    Fort Worth, TX
  • 04/2016 → 03/2017
    Taco Cabana
    Fort Worth, TX
  • 08/2014 → 08/2018
    North Side Highschool
    Fort Worth, TX
  • 06/2022 → 11/2022
    Brighton Jones
    Scottsdale, AZ
  • 08/2018 → 05/2022
    Texas A&M
    College Station, TX
  • 02/2025 → 11/2025
    Chandler, AZ
  • 11/2022 → 01/2023
    Unemployed
    Phoenix, AZ
  • 01/2023 → 02/2025
    Bank Of America
    Scottsdale, AZ
  • 12/2025 → Present
    Phoenix, AZ
  • 12/2025 → Present
    Charles Schwab & Co, Inc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20
Designations
  • Certified Financial Planner
Other Names
  • John Escamilla
  • John Joe Escamilla
  • John J Escamilla

View on SEC IAPD

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