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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-14
  • PA RA
    APPROVED
    Since 2020-10-14

Branch Locations

150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States

West Chester, PA • 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
Fidelity Brokerage Services Llc King Of Prussia PA 01/2015 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Strategic Advisers Llc King Of Prussia PA 02/2015 07/2018
Tiaa Radnor PA 08/2018 01/2019
Tiaa-Cref Individual & Institutional Services, Llc Radnor PA 08/2018 01/2019
Charles Schwab & Co., Inc. Randor PA 02/2019 Present
Td Ameritrade, Inc. Radnor PA 07/2021 06/2024
Previous Registrations
Other Businesses

1) West Chester University Foundation | Investment Related:No|202 Carter Drive|West Chester|PA|19382|USA|Education|Board Volunteer|6/6/2023|Less than 20|0|Volunteer activities include committee participation and other services in support of the University Foundation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-26
S63 Uniform Securities Agent State Law Examination 2006-01-25
  • S65 Uniform Investment Adviser Law Examination
    2009-10-26
  • S63 Uniform Securities Agent State Law Examination
    2006-01-25
Other Names
  • Jessica E Kienle
  • Jessica Elizabeth Kienle
  • Jessica Kienle

View on SEC IAPD

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