Maxwell J. Mitcham
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Maxwell J. Mitcham? Claim your profile
Contact this firm
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
11 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Schwab Wealth Advisory, Inc.May 2026 to now
- J.P. Morgan Securities, LLCJul 2022 to May 2026
- JP Morgan Chase Bank, N.A.Jul 2022 to May 2026
- Wells Fargo Clearing Services, LLC.Jan 2021 to Jul 2022
- UnemployedDec 2020 to Dec 2020
- Matthews Real EstateJun 2020 to Nov 2020
- Sage Advisory Services Ltd CoJun 2018 to Aug 2018
- Texas Tech UniversityAug 2015 to May 2020
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
- 7330125
- Firm CRD
- 159035