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Joseph Ryan Ledbetter

Schwab Wealth Advisory, Inc.

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About Joseph Ryan Ledbetter

Joseph Ledbetter is a financial advisor registered with Schwab Wealth Advisory, Inc. Joseph has been in the industry since June 19, 2018 and is licensed to provide securities and investment advisory services in the states of Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Joseph is a Certified Financial Planner™ professional and has experience with financial planning, portfolio management for businesses and individuals, and wealth management services. Joseph was previously employed with Edward Jones.

Firm Information

Joseph Ledbetter is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Joseph Ledbetter’s Registration & Firm History

IN

06/29/2022 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

IN

03/22/2018 - 04/29/2021

EDWARD JONES (CARMEL IN)

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Licenses & Designations

BOTH

Issued 04/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Ryan Ledbetter.
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