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John Luke Bongiorno

Advisor at Charles Schwab

Updated today

Location

Bridgewater, NJ 08807

Credentials

Series 66

Industry experience

1 year

About

John Luke Bongiorno is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Charles Schwab Bank. Outside of finance, he has experience working in the food service industry, including at Bridgewater Diner and Buffalo Wild Wings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

610 Commons Way, Suite 4340

Bridgewater, NJ 08807

Most active in

New Jersey

Work history

Charles Schwab & Co., Inc.

2026 - Present (1 year)

Charles Schwab Bank

2026 - Present (1 year)

Bank of America, N.A.

2024 - 2026 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc.

2024 - 2026 (2 years)

Bridgewater Diner

2023 - 2023 (1 year)

BayCrest Partners

2022 - 2022 (1 year)

Buffalo Wild Wings

2021 - 2021 (1 year)

Full Time Education

2020 - 2024 (4 years)

Full Time Education

2017 - 2020 (3 years)

Full Time Education

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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