Mojoyeoluwa T. Oni

SCHWAB WEALTH ADVISORY

Atlanta, GA 30326

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CRD#: 7405648

Professional summary

Mojoyeoluwa Temidayo Oni, who also goes by Jj Oni, Joye Temidayo Oni, Joye Oni, Mojoyeoluwa Temidayo Oni, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Atlanta, Georgia and CHARLES SCHWAB & CO., INC. located in Atlanta, Georgia.

Mojoyeoluwa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Mojoyeoluwa has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jj Oni | Joye Temidayo Oni | Joye Oni | Mojoyeoluwa Temidayo Oni

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GEORGIA STATE REFEREE COMMITTEE INVESTMENT RELATED: No NATURE: The Georgia State Referee Committee leads soccer referee initiatives and programs for youth soccer activities. POSITION: Referee INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2022 ADDRESS: 2323 Perimeter Park Drive, Suite 200 Atlanta, GA United States 30341-1300 START DATE: 05/14/2022 NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 DESCRIPTION: On occasional weekends, I will officiate youth soccer leagues/tournaments in the Atlanta metro area for compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mojoyeoluwa Temidayo Oni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326

RIA

CRD#: 159035

Atlanta, GA

Current

September 26, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326

RIA

CRD#: 5393

Atlanta, GA

Past

August 29, 2024 - September 15, 2025

MIO PARTNERS, INC.

RIA

CRD#: 108637

Atlanta, GA

Past

October 10, 2022 - May 7, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Atlanta, GA

Past

October 10, 2022 - May 7, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Atlanta, GA

Past

November 19, 2021 - July 13, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

September 23, 2021 - July 13, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(9/26/2025)

IAR

Georgia
(9/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/23/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/19/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mojoyeoluwa T. Oni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mojoyeoluwa Temidayo Oni's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

MIO PARTNERS, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2021

Series 63

Date: 10/8/2021

Series 7TO

Date: 9/23/2021

SIE

Date: 8/19/2021

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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