Roxana D Farrar
Advisor at Schwab Wealth Advisory — Jefferson, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Jefferson, GA
Schwab Wealth Advisory
Enterprise
Roxana Farrar is a financial advisor with Schwab Wealth Advisory in Jefferson, GA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services. Farrar is a co-owner of a family restaurant business but does not have an active role in its operations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using Schwab’s research tools, with client-directed trading and periodic account reviews.
Based on Schwab Wealth Advisory
Starts at 0.80% annually of assets enrolled in the SWA Program, with fee adjusting downward depending on asset size
Account minimum: $500,000 Fee-only: SWAI does not bill clients directly; SWAI is compensated via fees paid from CS&Co., which charges clients an asset-based fee (starting at 0.80% annually) for the Schwab Wealth Advisory (SWA) Program advisory services.
Jefferson, GA
Jefferson GA
Advisors at this office
1
Georgia
15 years of industry experience
Schwab Wealth Advisory, Inc
2025 - Present • 1 year
Jefferson, GA
Charles Schwab
2025 - Present • 1 year
Jefferson, GA
Morgan Stanley
2021 - 2025 • 4 years
Atlanta, GA
Ameriprise Financial Services, Inc.
2007 - 2021 • 14 years
High Point, NC
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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