William Jacob McMannis
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.
William Jacob McMannis is an investment adviser representative with Schwab Wealth Advisory, Inc. in Lone Tree, CO, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Mcmannis Wealth LLC and Collier Financial, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 228
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
13 states and territories
Arizona, California, Colorado, Florida, Iowa, Kansas, Minnesota, Missouri, Nebraska, Oklahoma, Texas, Wisconsin, Wyoming
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.
- JP Morgan Securities LLCMar 2016 – Jan 2018Greenwood, IN
- JPMorgan Chase BankMar 2016 – Jan 2018Greenwood, IN
- TIAAFeb 2018 – Nov 2020Bloomington, IN
- TIAAFeb 2018 – Nov 2020Bloomington, IN
- Collier Financial, Inc.Dec 2021 – Jun 2024Denver, CO
- UnemployedNov 2020 – Nov 2021Highlands Ranch, CO
- LPL FinancialFeb 2022 – Jun 2024Denver, CO
- McMannis Wealth LLCFeb 2024 – Mar 2026Highlands Ranch, CO
- McMannis Wealth LLCDec 2023 – Mar 2026Highlands Ranch, CO
- Collier FinancialDec 2021 – Dec 2023Denver, CO
- JP MorganFeb 2016 – Feb 2018Greenwood, IN
- Schwab Wealth Advisory IncMar 2026 – no end date reportedLone Tree, CO
- Charles Schwab & Co., Inc.Mar 2026 – no end date reportedLone Tree, CO
Official records & sources
Data as of August 11, 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 Lone Tree, CO
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. William Jacob McMannis 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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