Andrew Joseph Johnson
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2024 to now
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2021 to Jun 2024
- InfosysOct 2020 to Oct 2021
- The Vanguard Group, Inc.May 2019 to Oct 2020
- RandstadAug 2018 to May 2019
- Joe Burns BeveragesJul 2018 to Aug 2019
- Champs State CollegeMay 2018 to Jul 2018
- Palmer Museum of ArtSep 2017 to Jul 2018
- The Pennsylvania State UniversityMay 2014 to May 2018
- Wegmans Food MarketsOct 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6990668
- Firm CRD
- 159035