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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

William Jacob McMannis

Advisor at SCHWAB WEALTH ADVISORY, INC.

Lone Tree, CO

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Search this name across graphsid dfx:ria:bc1b235b-2d6f-e8f9-b898-5055f02bc129

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 7, 2012
First registration: Jun 8, 2012
Dual registered: yes, broker-dealer
Other names: WILL JACOB MCMANNIS|WILLIAM J MCMANNIS|William McMannis|WILLIAM JACOB MCMANNIS|Will McMannis
IAPD individual key: 5904465

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Mar 25, 2026	n/a	yes	Lone Tree, CO	Current employment
MCMANNIS WEALTH LLC	n/a	Mar 31, 2024	Mar 6, 2026	no	Highlands Ranch, CO\|HIGHLANDS RANCH, CO	Previous registration
COLLIER FINANCIAL, INC	Independent wealth	Dec 17, 2021	Jan 2, 2024	no	DENVER, CO\|DENVER, CO	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 8, 2018	Nov 13, 2020	no	BLOOMINGTON, IN	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 22, 2016	Feb 7, 2018	no	GREENWOOD, IN\|INDIANAPOLIS, IN\|GREENWOOD, IN\|GREENWOOD, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 8, 2012	Feb 23, 2015	no	Naples, FL\|Denver, CO\|Indianapolis, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MCMANNIS WEALTH LLC	SCHWAB WEALTH ADVISORY, INC.	Mar 6, 2026	Mar 25, 2026	19	Firm change	Other
COLLIER FINANCIAL, INC	MCMANNIS WEALTH LLC	Jan 2, 2024	Mar 31, 2024	89	Firm change	Other
ADVICE AND PLANNING SERVICES	COLLIER FINANCIAL, INC	Nov 13, 2020	Dec 17, 2021	399	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	ADVICE AND PLANNING SERVICES	Feb 7, 2018	Mar 8, 2018	29	Firm change	Other
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Feb 23, 2015	Apr 22, 2016	424	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (6)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ MCMANNIS WEALTH LLCRegistered adviserregistration: previous registration
Mar 31, 2024 to Mar 6, 2026factForm ADV
→ COLLIER FINANCIAL, INCRegistered adviserregistration: previous registration
Dec 17, 2021 to Jan 2, 2024factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 8, 2018 to Nov 13, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 22, 2016 to Feb 7, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 8, 2012 to Feb 23, 2015factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
William Jacob Mcmannis left Mcmannis Wealth Llc for Schwab Wealth Advisory, Inc. (registered 2026-03-25)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2024
Advisor changed firm
William Jacob Mcmannis left Collier Financial, Inc for Mcmannis Wealth Llc (registered 2024-03-31)
Form ADVobserved 6 days ago