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Jeffrey Royce Wingerter

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-02-06
TX RA APPROVED 2023-02-06
  • NJ RA
    APPROVED
    Since 2023-02-06
  • TX RA
    APPROVED
    Since 2023-02-06

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup New York NY 03/2011 09/2017
City National Bank New York NY 09/2017 07/2020
Citibank, N.A. New York NY 07/2020 01/2023
Schwab Wealth Advisory, Inc. Jersey City NJ 01/2023 Present
Charles Schwab & Co., Inc. Jersey City NJ 01/2023 Present
  • 03/2011 → 09/2017
    Citigroup
    New York, NY
  • 09/2017 → 07/2020
    City National Bank
    New York, NY
  • 07/2020 → 01/2023
    Citibank, N.A.
    New York, NY
  • 01/2023 → Present
    Schwab Wealth Advisory, Inc.
    Jersey City, NJ
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
  • S66 Uniform Combined State Law Examination
    2011-06-10
Designations
Other Names
  • Jeffrey R Wingerter
  • Jeff Wingerter
  • Jeffrey Wingerter

View on SEC IAPD

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