Best Investors Account Sign in

Adam Lewis

Schwab Wealth Advisory, Inc.

Irvine, CA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
  • CA RA
    APPROVED
    Since 2026-06-01

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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
J.P. Morgan Irvine CA 06/2024 05/2026
Charles Schwab & Co., Inc. Irvine CA 05/2026 Present
J.P Morgan Securities, Llc Chicago IL 07/2022 06/2024
Wegmans Food Market Rochester NY 10/2018 05/2021
Instacart Rochester NY 04/2020 10/2020
Glendoveers Rochester NY 11/2019 03/2020
Buckmans Car Wash Rochester NY 05/2017 05/2019
The Champion Academy Rochester NY 10/2017 09/2018
Michael's Valley Grill Rochester NY 02/2017 10/2017
Mcdonald's Rochester NY 03/2014 01/2017
Suny Genseo Geneseo NY 09/2016 01/2017
Unemployed Boca Raton FL 06/2021 06/2022
Catering By Michael's Morton Grove IL 08/2022 11/2023
  • 06/2024 → 05/2026
    J.P. Morgan
    Irvine, CA
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 07/2022 → 06/2024
    J.P Morgan Securities, Llc
    Chicago, IL
  • 10/2018 → 05/2021
    Wegmans Food Market
    Rochester, NY
  • 04/2020 → 10/2020
    Instacart
    Rochester, NY
  • 11/2019 → 03/2020
    Glendoveers
    Rochester, NY
  • 05/2017 → 05/2019
    Buckmans Car Wash
    Rochester, NY
  • 10/2017 → 09/2018
    The Champion Academy
    Rochester, NY
  • 02/2017 → 10/2017
    Michael's Valley Grill
    Rochester, NY
  • 03/2014 → 01/2017
    Mcdonald's
    Rochester, NY
  • 09/2016 → 01/2017
    Suny Genseo
    Geneseo, NY
  • 06/2021 → 06/2022
    Unemployed
    Boca Raton, FL
  • 08/2022 → 11/2023
    Catering By Michael's
    Morton Grove, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
S63 Uniform Securities Agent State Law Examination 2022-10-19
  • S66 Uniform Combined State Law Examination
    2024-06-25
  • S63 Uniform Securities Agent State Law Examination
    2022-10-19
Designations
Other Names
  • Adam R Lewis
  • Adam Lewis
  • Adam Robert Lewis

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor