Justin Longfellow
Justin Longfellow is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 20 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
8040 South 48th Street, Phoenix, AZ, 85044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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