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Francisco Javier Herrera

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-10

Branch Locations

3000 Schwab Way,, Westlake, TX 76262 • 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
The Vanguard Group, Inc. Scottsdale AZ 07/2017 09/2021
The Vanguard Group, Inc.. Malvern PA 09/2021 05/2026
Charles Schwab & Co., Inc Westlake TX 05/2026 Present
Schwab Wealth Advisory Inc, Westlake TX 05/2026 Present
Full Time Education Flagstaff AZ 08/2013 05/2017
  • 07/2017 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2021 → 05/2026
    The Vanguard Group, Inc..
    Malvern, PA
  • 05/2026 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
  • 05/2026 → Present
    Schwab Wealth Advisory Inc,
    Westlake, TX
  • 08/2013 → 05/2017
    Full Time Education
    Flagstaff, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2017-08-21
Designations
Other Names
  • Francisco Javier Herrera
  • Francisco Javier Herrera
  • Javier Herrera
  • Javi Herrera
  • Francisco Herrera

View on SEC IAPD

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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