AUMdb
JR

James Ross Deshaies

CRD 6127929 Certified Financial Planner

Firms

FirmRoleAs of
Schwab Wealth Advisory, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗