John Taylor Somerville
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Taylor Somerville is an investment adviser representative with Schwab Wealth Advisory, Inc. in Irvine, CA, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman Sachs AYCO Personal Financial Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs AycoSep 2021 – May 2023Irvine, CA
- AIGSep 2020 – Sep 2021Woodland Hills, CA
- LPL FinancialJun 2019 – Nov 2019Ventura, CA
- Meathead MoversJun 2019 – Sep 2019Oxnard, CA
- Full Time EducationAug 2018 – May 2020Long Beach, CA
- Full Time EducationAug 2013 – May 2018Ventura, CA
- UnemployedMay 2020 – Sep 2020Ventura, CA
- Merrill Lynch, Pierce, Fenner & Smith Inc.May 2023 – May 2026Newport Beach, CA
- Bank of America, N.A.Jun 2023 – May 2026Newport Beach, CA
- Charles Schwab & Co., Inc.May 2026 – no end date reportedIrvine, CA
- Schwab Wealth Advisory, Inc.May 2026 – no end date reportedIrvine, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Irvine, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Taylor Somerville has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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