Justin Pearce
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$0Firm assets
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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.Jan 2026 to now
- Charles Schwab & Co.Jan 2026 to now
- UnemployedAug 2025 to Jan 2026
- TIAAMay 2024 to Aug 2025
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to Aug 2025
- UnemployedFeb 2024 to May 2024
- J.P. Morgan Securities LLCOct 2012 to Feb 2024
- JP Morgan Chase Bank NAMar 2009 to Feb 2024
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4859919
- Firm CRD
- 159035