Joanne Bolden
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 yearsExperience
1 stateRegistered 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.May 2026 to now
- Charles Schwab and Co., Inc.Jul 2019 to now
- Charles Schwab BankJul 2019 to May 2026
- Citizens BankNov 2018 to Jul 2019
- Citizens Securities Inc.Nov 2018 to Jul 2019
- The Vanguard Group, Inc.Feb 2011 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
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
- 5888649
- Firm CRD
- 159035