Joanna Westhafer Peters
Investment adviser representative at Schwab Wealth Advisory, Inc.
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Schwab Wealth Advisory , Inc.Oct 2023 to now
- Charles Schwab & Co., Inc.Oct 2023 to now
- The Vanguard Group, Inc.May 2022 to Oct 2023
- Grand Canyon UniversityFeb 2022 to Oct 2023
- Fidelity Brokerage Services LLCMar 2021 to May 2022
- The Vanguard Group, Inc.Jun 2012 to Mar 2021
- Cross Check Consulting, LLCJul 2007 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5739515
- Firm CRD
- 159035