Juan Carlos Gonzalez Villalobos

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

• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2014 → 01/2019
  Westerra Credit Union
  Denver, CO
• 01/2019 → 05/2019
  Ilending
  Englewood, CO
• 05/2019 → 06/2019
  Unemployed
  Denver, CO
• 06/2019 → 09/2021
  Canvas Credit Union
  Lone Tree, CO
• 09/2021 → 05/2022
  Premier Members Credit Union
  Broomfield, CO
• 05/2022 → 08/2022
  Unemployed
  Aurora, CO
• 08/2022 → Present
  Uber/Lyft
  Aurora, CO
• 10/2022 → 11/2022
  Amazon
  Aurora, CO
• 09/2025 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Other Businesses

1) UBER/LYFT | Investment Related:No|Travel/Transportation/Tourism|Driver |8/1/2022|Less than 20|0|I am signed up as a driver with Lyft and Uber. It's something that I do when I have free time and it's not a regular form of income or employment for me.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2023-04-24

Other Names

• Juan Gonzalez