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John David Wheldon

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7620825

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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
TX RA APPROVED 2026-03-26
  • TX RA
    APPROVED
    Since 2026-03-26

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Charles Schwab & Co., Inc. Westlake TX 09/2022 Present
Charles Schwab Bank, Ssb Seattle WA 09/2022 08/2025
University Of Washington-Seattle Seattle WA 05/2012 12/2016
Nordstrom Seattle WA 06/2016 08/2022
Schwab Wealth Advisory, Inc. Westlake TX 08/2025 Present
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2022 → 08/2025
    Charles Schwab Bank, Ssb
    Seattle, WA
  • 05/2012 → 12/2016
    University Of Washington-Seattle
    Seattle, WA
  • 06/2016 → 08/2022
    Nordstrom
    Seattle, WA
  • 08/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Jack Weldon

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES

Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

More in Westlake, TX

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