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John Kissam

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 2025-07-10
  • AZ RA
    APPROVED
    Since 2025-07-10

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
Wells Fargo Bank, Na Phoenix AZ 03/2021 08/2022
J.P. Morgan Securities, Llc Tempe AZ 08/2022 06/2025
Jpmorgan Chase Bank, N.A. Tempe AZ 08/2022 06/2025
Wells Fargo Bank, Na Phoenix AZ 03/2016 02/2018
Wells Fargo Bank, Na Phoenix AZ 02/2018 03/2021
Lyft Phoenix AZ 08/2018 01/2022
Treehaus Llc Phoenix AZ 04/2022 Present
Treehaus Llc Phoenix AZ 04/2021 Present
Charles Schwab & Co, Inc Phoenix AZ 06/2025 Present
Schwab Wealth Advisory, Inc Phoenix AZ 06/2025 Present
  • 03/2021 → 08/2022
    Wells Fargo Bank, Na
    Phoenix, AZ
  • 08/2022 → 06/2025
    J.P. Morgan Securities, Llc
    Tempe, AZ
  • 08/2022 → 06/2025
    Jpmorgan Chase Bank, N.A.
    Tempe, AZ
  • 03/2016 → 02/2018
    Wells Fargo Bank, Na
    Phoenix, AZ
  • 02/2018 → 03/2021
    Wells Fargo Bank, Na
    Phoenix, AZ
  • 08/2018 → 01/2022
    Lyft
    Phoenix, AZ
  • 04/2022 → Present
    Treehaus Llc
    Phoenix, AZ
  • 04/2021 → Present
    Treehaus Llc
    Phoenix, AZ
  • 06/2025 → Present
    Charles Schwab & Co, Inc
    Phoenix, AZ
  • 06/2025 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
Previous Registrations
Other Businesses

1) Treehaus LLC | Investment Related:No|18250 n 32nd st unit 1055|Real Estate (Non-Agent/Broker)|Managing Member|2022-04-11|Less than 20|0|Send a check to property manager if something breaks

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
S63 Uniform Securities Agent State Law Examination 2017-12-06
  • S66 Uniform Combined State Law Examination
    2020-11-25
  • S63 Uniform Securities Agent State Law Examination
    2017-12-06
Designations
Other Names
  • John Kissam
  • John David Kissam

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
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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