James Garrett Moran

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

• 07/2020 → 12/2020
  Wing Stop
  College Station, TX
• 12/2020 → 05/2023
  Nike
  Scottsdale, AZ
• 08/2016 → 01/2018
  Unemployed
  Argyle, TX
• 02/2018 → 08/2018
  Jimmy Johns
  Fort Worth, TX
• 09/2018 → 01/2019
  Unemployed
  Bryan, TX
• 02/2019 → 05/2019
  Academy Sports And Outdoors
  College Station, TX
• 06/2019 → 08/2019
  Nike
  Fort Worth, TX
• 09/2019 → 11/2019
  Academy Sports And Outdoors
  College Station, TX
• 12/2019 → 06/2020
  Unemployed
  Bryan, TX
• 05/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27
• S63 Uniform Securities Agent State Law Examination
  2023-10-24

Other Names

• Garrett Moran