Brandon Watson

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

• 06/2025 → 04/2026
  Fidelity Investments
  Westlake, TX
• 05/2024 → 06/2025
  Mobius Financial Advisors
  Denton, TX
• 04/2023 → 05/2024
  Icompetex
  Lewisville, TX
• 08/2022 → 05/2023
  Jcpenny
  Denton, TX
• 01/2019 → 02/2021
  Jambayla Shoppe
  Pearland , TX
• 01/2016 → 01/2019
  Unemployed
  Fresno, TX
• 03/2021 → 08/2022
  Unemployed
  Fresno, TX
• 01/2020 → 08/2020
  Smoothie King
  Sugar Land, TX
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2026 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Other Businesses

1) Fort Worth Football Officials | Investment Related:No|P.O. Box 1685, Fort Worth, TX|Fort Worth|Texas|76101|United States|Sports/Physical Recreation|Referee|8/13/2026|Varies|0|I show up to officiate middle school and high school football games

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17