John Christian Roach

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

• 08/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2019 → 07/2020
  Big Red Liquors
  Bloomington, IN
• 05/2018 → 06/2018
  Berglund Construction
  Chesterton, IN
• 06/2011 → 08/2018
  Michigan City Yacht Club
  Michigan City, IN
• 08/2015 → 05/2016
  Indiana University
  Bloomington, IN
• 08/2016 → 05/2017
  Indiana University
  Bloomington, IN
• 08/2017 → 05/2018
  Indiana University
  Bloomington, IN
• 08/2018 → 05/2019
  Indiana University
  Bloomington, IN
• 07/2023 → 08/2025
  Charles Schwab Bank, Ssb
  Westlake, TX
• 08/2025 → Present
  Schwab Wealth Advisory Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24
• S63 Uniform Securities Agent State Law Examination
  2021-07-07

Other Names

• John Roach