Justin Lee Free

CRD 5920221 · Charles Schwab & Co., Inc. · Phoenix, AZ

IA RegisteredBroker

Also appears in the source record as: Justin L Free

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (34): Alaska · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Iowa · Louisiana · Maine · Massachusetts · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oregon · Pennsylvania · Rhode Island · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 14
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Phoenix, AZ · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Phoenix, AZ · IA capacity

start not retrieved → present
Morgan Stanley
Gilbert, AZ · IA capacity

Oct 17, 2019 → Sep 22, 2023
Morgan Stanley
Gilbert, AZ · BC capacity

Oct 15, 2019 → Sep 22, 2023
Wells Fargo Clearing Services, LLC
Appleton, WI · IA capacity

Jul 12, 2018 → Aug 23, 2019
Wells Fargo Clearing Services, LLC
Appleton, WI · BC capacity

Jul 11, 2018 → Aug 23, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chandler, AZ · IA capacity

Aug 2, 2011 → Jun 25, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chandler, AZ · BC capacity

Jun 21, 2011 → Jun 25, 2018

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5920221 ↗ FINRA BrokerCheck record for CRD 5920221 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.