Jack Stephens
Investment adviser representative at Schwab Wealth Advisory, Inc.
18 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
18 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Jan 2026 to now
- UnemployedDec 2025 to Jan 2026
- Charles Schwab & Co., Inc.Jun 2025 to Aug 2025
- Wilde Wealth Management GroupSep 2024 to May 2025
- Tilton & Co. Cpa's, P.CMar 2024 to Oct 2024
- Ike's Love and SandwichesOct 2023 to Sep 2024
- Full Time EducationAug 2022 to Dec 2025
- Amiel's Original SubmarineNov 2021 to Aug 2023
- Delta SonicAug 2020 to Oct 2020
- Full Time EducationSep 2008 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7993362
- Firm CRD
- 159035