Jose D Guerra
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$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.Aug 2025 to now
- Charles Schwab & Co., Inc.Aug 2025 to now
- JPMorgan Chase Bank NAMay 2021 to Aug 2025
- JPMorgan Securities LLCMay 2021 to Aug 2025
- Commonwealth Health Advisors LLCFeb 2021 to Apr 2021
- UnemployedDec 2020 to Jan 2021
- Nextgen Growth Partners LLCSep 2020 to Nov 2020
- UnemployedJul 2020 to Aug 2020
- Bill & Melinda Gates FoundationJun 2019 to Aug 2019
- University of ChicagoSep 2018 to Jun 2020
- UnemployedJun 2018 to Aug 2018
- Bnp ParibasJan 2016 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6597414
- Firm CRD
- 159035