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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| AZ | RA | APPROVED | 2025-08-20 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 09/2019 | 12/2020 |
| Jpmorgan Distribution Services, Inc | Columbus | OH | 10/2017 | 09/2019 |
| Dressander Ghc Futurity First Financial Corp | Hartford | CT | 09/2015 | 08/2016 |
| Dmi | Hingham | MA | 07/2016 | 09/2017 |
| Bo Jackson Elite Sports | Hilliard | OH | 11/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilliard | OH | 12/2020 | 08/2021 |
| Prime Now Llc | Columbus | OH | 05/2020 | 09/2022 |
| Bank Of America, N.A. | Hilliard | OH | 02/2021 | 08/2021 |
| J.P Morgan Securities Llc | Westerville | OH | 10/2021 | 11/2021 |
| Jp Morgan Chase Bank, N.A. | Westerville | OH | 10/2021 | 11/2021 |
| J.P. Morgan Securities Llc | Tempe | AZ | 11/2021 | 07/2024 |
| Jp Morgan Chase Bank, N.A. | Tempe | AZ | 07/2024 | 03/2025 |
| Charles Schwab | Phoenix | AZ | 07/2025 | Present |
| Unemployed | Phoenix | AZ | 04/2025 | 06/2025 |
| J.P. Morgan Securities Llc | Tempe | AZ | 07/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 09/2019 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-10 |
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