Joshua Kenneth Obolewicz

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 08/2019
  Harkins Theatres
  Gilbert, AZ
• 06/2018 → 08/2018
  Sun West Builders, Inc.
  Mesa, AZ
• 11/2019 → Present
  Swain Electric Inc.
  Gilbert, AZ
• 03/2016 → 12/2016
  Unemployed
  Gilbert, AZ
• 08/2019 → 11/2019
  Unemployed
  Gilbert, AZ
• 06/2023 → 02/2025
  Charles Schwab
  Phoenix, AZ
• 02/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

1) Joshua Obolewicz | Investment Related:No|Other|Streamer|5/11/2026|Less than 20|0|I stream video game content on Twitch and have been invited to join the Twitch Affiliate program, which enables me to earn income from my streaming activities.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-16
• S63 Uniform Securities Agent State Law Examination
  2025-06-10