James Hasting Benoit

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

• 01/1999 → 01/2021
  Charles Schwab & Co., Inc.
  Orlando, FL
• 01/2021 → 06/2025
  Hightower Securities Llc
  Dallas, TX
• 01/2021 → 06/2025
  Hightower Advisors Llc
  Dallas, TX
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Orlando, FL
• 08/2025 → Present
  Schwab Wealth Advisory Inc.
  Orlando, FL

Previous Registrations

• 2021-02-26 → 2025-06-18
  Hightower Advisors, Llc
  Chicago, IL
  Oviedo, FL
  Dallas, TX
• 2008-08-20 → 2021-01-18
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Maitland, FL
  Lone Tree, CO

Other Businesses

1) CFA Orlando | Investment Related:No|Nonprofit Charitable Organizations|Board Member|6/8/2026|Less than 20|0|Provide guidance to the local CFA society, run educational and volunteer events, and represent the society at CFAI events as needed.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Designations

• Chartered Financial Analyst

Other Names

• James Hastings Benoit