Todd Jason Justice
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
Are you Todd Jason Justice? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Sep 2022 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2022
- Morgan StanleyJun 2009 to Aug 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3114233
- Firm CRD
- 159035