John Joe Escamilla
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co, IncDec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to Nov 2025
- Bank of AmericaJan 2023 to Feb 2025
- UnemployedNov 2022 to Jan 2023
- Brighton JonesJun 2022 to Nov 2022
- Miramont Country ClubAug 2021 to Jun 2022
- Olive GardenAug 2020 to Aug 2021
- Laz ParkingJun 2019 to Jul 2020
- Texas A&mAug 2018 to May 2022
- Rockwood Go-kart IncJan 2018 to Aug 2018
- Pie FiveMar 2017 to Jan 2018
- Taco CabanaApr 2016 to Mar 2017
- North Side HighschoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7587958
- Firm CRD
- 159035