Mojoyeoluwa Oni
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Aug 2025 to now
- Schwab Wealth Advisory, Inc.Aug 2025 to now
- Mio Partners, Inc.May 2024 to Aug 2025
- JPMorgan Chase & CoJul 2022 to May 2024
- Truist FinancialJul 2021 to Jul 2022
- UberMay 2020 to Jul 2021
- Ernst & Young LLPMay 2020 to Jul 2020
- Ernst & Young LLPMay 2019 to Jul 2019
- Carr, Riggs & Ingram CpasJan 2019 to Apr 2020
- University of FloridaAug 2017 to Dec 2018
- Full Time EducationAug 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7405648
- Firm CRD
- 159035