Nikko Barela

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

• 10/2017 → 01/2018
  Nordstrom Card Services
  Englewood, Co, CO
• 04/2017 → 09/2017
  Unemployed
  Denver, CO
• 08/2015 → 03/2017
  Bridgepoint Education
  Denver, CO
• 03/2019 → 05/2022
  Fidelity Investments
  Greenwood Village, CO
• 01/2018 → 03/2019
  Empower
  Greenwood Village, CO
• 07/2023 → 06/2025
  J.P. Morgan Securities Llc
  Wheat Ridge, CO
• 05/2022 → 06/2023
  Equity Advisor Solutions
  Denver, CO
• 06/2025 → Present
  Schwab Wealth Advisory Inc.
  Lone Tree, CO
• 06/2025 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO

Previous Registrations

• 2023-07-06 → 2025-06-12
  J.P. Morgan Securities Llc
  Wheat Ridge, CO
  Edgewater, CO
  Lakewood, CO
  Denver, CO
• 2021-11-30 → 2022-05-13
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-10-20
• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Designations

• Certified Financial Planner

Other Names

• Nikko Juan Barela
• Nikko Barela
• Nikko J Barela