JOANNA WESTHAFER PETERS is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2023-11-17 | present | Yes |
| VANGUARD ADVISERS, INC. | 2022-07-13 | 2023-11-03 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-04-19 | 2022-04-20 | — |
| VANGUARD ADVISERS, INC. | 2019-07-31 | 2021-03-30 | — |