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John Herrero

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-04
  • AZ RA
    APPROVED
    Since 2026-08-04

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mattress Center Flagstaff AZ 02/2014 05/2017
The Vanguard Group, Inc. Scottsdale AZ 06/2017 01/2020
Full Time Education Flagstaff AZ 08/2013 05/2017
Store Capital Scottsdale AZ 01/2020 02/2026
Vanguard Scottsdale AZ 06/2017 01/2020
Charles Schwab & Co., Inc Phoenix AZ 04/2026 Present
Full Time Education Tempe AZ 09/2018 05/2019
Schwab Wealth Advisory Inc Phoenix AZ 07/2026 Present
  • 02/2014 → 05/2017
    Mattress Center
    Flagstaff, AZ
  • 06/2017 → 01/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2013 → 05/2017
    Full Time Education
    Flagstaff, AZ
  • 01/2020 → 02/2026
    Store Capital
    Scottsdale, AZ
  • 06/2017 → 01/2020
    Vanguard
    Scottsdale, AZ
  • 04/2026 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 09/2018 → 05/2019
    Full Time Education
    Tempe, AZ
  • 07/2026 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-18
  • S63 Uniform Securities Agent State Law Examination
    2017-07-18
Designations
Other Names
  • John Herrero
  • John Joseph Herrero

View on SEC IAPD

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Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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