William Jacob McMannis is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-03-25 | present | Yes |
| MCMANNIS WEALTH LLC | 2024-03-31 | 2026-03-06 | — |
| COLLIER FINANCIAL, INC | 2021-12-17 | 2024-01-02 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2018-03-08 | 2020-11-13 | — |
| J.P. MORGAN SECURITIES LLC | 2016-04-22 | 2018-02-07 | — |
| CHARLES SCHWAB & CO., INC. | 2012-06-08 | 2015-02-23 | — |