Brendon John Peters
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
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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
15 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2020 to now
- Schwab Private Client AdvisoryNov 2020 to now
- PNC InvestmentsMay 2019 to Nov 2020
- Cetera Investment Advisers LLCJan 2018 to May 2019
- Cetera Investment Servces LLCJul 2017 to May 2019
- Regions BankJul 2017 to May 2019
- J.P. Morgan Securities LLCOct 2012 to Jul 2017
- JPMorgan Chase BankOct 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 5728868
- Firm CRD
- 159035