James Ryan Watkins
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Apr 2026 to now
- The Vanguard Group, Inc.Nov 2021 to Apr 2026
- Vanguard Advisers, Inc.Nov 2021 to Apr 2026
- Vanguard Marketing CorporationNov 2021 to Apr 2026
- Wells Fargo Bank, NAJun 2020 to Nov 2021
- Wells Fargo Clearing Services, LLCJun 2020 to Nov 2021
- TIAAJul 2016 to Jun 2020
- TIAA-CREF Ind.& Institutional Services, LLCJul 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5223066
- Firm CRD
- 159035