John Peter Appleby
Investment adviser representative at Schwab Wealth Advisory, Inc.
6 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
6 years in the industry.
- Charles Schwab & Co., Inc.Aug 2022 to now
- Schwab Wealth Advisory, Inc.Aug 2022 to now
- ArmyJan 2017 to now
- J.P. Morgan Securities LLCApr 2022 to Aug 2022
- JPMorgan Chase Bank, N.A.Apr 2022 to Aug 2022
- Morgan StanleySep 2021 to Apr 2022
- Massachusetts Mutual Life Insurance CoMay 2019 to Oct 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2021
- Strategic Advisers LLCMay 2018 to Jul 2018
- Fidelity InvestmentsOct 2016 to Sep 2021
- Fidelity Brokerage Services LLCOct 2016 to Aug 2021
- Bank of AmericaMar 2016 to Nov 2016
- Merrill LynchMar 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
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
- 6622277
- Firm CRD
- 159035