linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justen Anthony Smith

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justen? Claim Your Profile

About Justen Anthony Smith

Justen Anthony Smith is a financial advisor at Schwab Wealth Advisory, Inc. based in San Francisco, CA. Justen Smith has over 4 years of experience in the financial services industry and is registered in 51 states for both securities and investment advisory services. Justen Smith holds the Series 63, Series 66, and Series 7TO licenses and is also a registered Principal with Series 9. Justen Smith's areas of specialization include financial planning, portfolio management for individuals and businesses.

Firm Information

Justen Smith 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justen Smith’s Registration & Firm History

CA

06/26/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

Not sure if Justen Anthony Smith is right for you?

Licenses & Designations

BOTH

Issued 11/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Justen Anthony Smith.
Not sure if Justen Anthony Smith is right for you?