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Justin Adam Longfellow

Schwab Wealth Advisory, Inc.

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About Justin Adam Longfellow

Justin Longfellow is a financial advisor with over 16 years of experience in the industry. Justin is registered with Schwab Wealth Advisory, Inc. in Arizona and Texas and has a Series 7, Series 63, Series 65, and SIE. Justin specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Justin is also a Certified Financial Planner.

Firm Information

Justin Longfellow 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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Justin Longfellow’s Registration & Firm History

AZ

01/25/2023 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

10/31/2019 - 06/14/2021

J.P. MORGAN SECURITIES LLC (CAVE CREEK AZ)

AZ

10/24/2016 - 10/29/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

06/03/2014 - 10/06/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

08/31/2007 - 05/21/2014

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

07/11/2006 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2006

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 Justin Adam Longfellow.
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