Simon Jacob Kunthara

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

• 01/2024 → 05/2024
  Morgan Stanley
  Gilbert, AZ
• 05/2023 → 10/2023
  Fedex Services
  Phoenix, AZ
• 01/2023 → 05/2023
  Charles Schwab (Judge Group)
  Phoenix, AZ
• 06/2022 → 08/2022
  Automatic Data Processing (Adp)
  Tempe, AZ
• 02/2022 → 05/2022
  Fieldworks Llc
  Mesa, AZ
• 12/2019 → 07/2021
  Discover Card (Education At Work)
  Tempe, AZ
• 07/2018 → 01/2019
  Mcdonalds Corporation
  Gilbert, AZ
• 01/2013 → 07/2018
  Student
  Gilbert, AZ
• 01/2019 → 12/2019
  Student
  Tempe, AZ
• 07/2021 → 02/2022
  Student
  Tempe, AZ
• 08/2022 → 01/2023
  Student
  Tempe, AZ
• 10/2023 → 01/2024
  Unemployed
  Gilbert, AZ
• 09/2024 → 07/2026
  J.P. Morgan Securities Llc
  Tempe, AZ
• 09/2024 → 07/2026
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 07/2021 → 05/2022
  Simon Dental Care
  Gilbert, AZ
• 06/2024 → 08/2024
  Unemployed
  Gilbert, AZ
• 11/2025 → Present
  Siha Llc
  Gilbert, AZ
• 08/2026 → Present
  Schwab Wealth Advisory, Inc
  Orlando, FL
• 08/2026 → Present
  Charles Schwab & Co, Inc
  Orlando, FL

Previous Registrations

• 2024-11-13 → 2026-07-09
  J.P. Morgan Securities Llc
  Tempe, AZ
  Westerville, OH
  Tempe, AZ
  Gilbert, AZ
  Tempe , AZ

Other Businesses

SiHa LLC | Investment related | Gilbert, AZ | Real Estate (Non-Agent/Broker) | Owner | 11/11/2025 | Less than 20 hours per month, all outside of market hours | Purchase properties and generate cash flow by renting to tenants

Exams

• S66 Uniform Combined State Law Examination
  2024-04-15

Other Names

• Simon J Kunthara
• Simon J Kunthara