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Aubrey Debose

Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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

10 years in the industry.

  1. Schwab Wealth Advisory, Inc.May 2026 to now
  2. Charles Schwab & Co, IncMay 2026 to now
  3. HomemakerMar 2026 to May 2026
  4. J.P. Morgan Securities LLCMar 2023 to Feb 2026
  5. JPMorgan Chase Bank, N.A.Mar 2023 to Feb 2026
  6. Robinhood Financial, LLCNov 2020 to Mar 2023
  7. Robinhood Markets, IncNov 2020 to Mar 2023
  8. TD Ameritrade, IncMar 2020 to Nov 2020
  9. Enterprise Rent-a-car/ean HoldingsJun 2019 to Mar 2020
  10. Uber - Independent ContractorJan 2019 to Jun 2019
  11. HellofreshSep 2018 to Dec 2018
  12. University of HoustonJun 2018 to Aug 2018
  13. Capital One BankSep 2017 to Aug 2018
  14. University of HoustonJul 2017 to Dec 2017
  15. Tarrant County CollegeJan 2017 to Jun 2017
  16. United Parcel ServiceNov 2016 to Jan 2017
  17. Sprouts Farmers MarketSep 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2023

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
7239859
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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