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James Kenneth Killebrew

Charles Schwab & Co., Inc.

Germantown, TN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-08
TN RA APPROVED 2023-08-10
  • LA RA
    APPROVED
    Since 2026-04-08
  • TN RA
    APPROVED
    Since 2023-08-10

Branch Locations

7926 Wolf River Boulevard, Germantown, TN 38138-1725 • 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, Inc. Memphis TN 04/1999 09/2021
Strategic Adviors Inc Memphis TN 03/2004 09/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2021
Charles Schwab & Co., Inc. Germantown TN 10/2021 01/2023
Schwab Bank, Ssb Germantown TN 10/2021 01/2023
Legacy Wealth Management Memphis TN 01/2023 07/2023
Charles Schwab & Co., Inc Germantown TN 07/2023 Present
Charles Schwab Bank, Ssb Germantown TN 07/2023 Present
  • 04/1999 → 09/2021
    Fidelity Brokerage Services, Inc.
    Memphis, TN
  • 03/2004 → 09/2021
    Strategic Adviors Inc
    Memphis, TN
  • 07/2018 → 09/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2021 → 01/2023
    Charles Schwab & Co., Inc.
    Germantown, TN
  • 10/2021 → 01/2023
    Schwab Bank, Ssb
    Germantown, TN
  • 01/2023 → 07/2023
    Legacy Wealth Management
    Memphis, TN
  • 07/2023 → Present
    Charles Schwab & Co., Inc
    Germantown, TN
  • 07/2023 → Present
    Charles Schwab Bank, Ssb
    Germantown, TN
Previous Registrations
Other Businesses

1) Killebrew Rental Income | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|3/14/2014|Less than 20|0|Upkeep and Rental of properties 2) Seacliff HOA|Investment Related:No|128 Blue Mountain Beach Rd;Santa Rosa Beach;FL;32459;USA|Homeowners Assocation|Board Member- Treasurer |2025-10-31|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|attend Quartely board meeting outside Schwab business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-19
S63 Uniform Securities Agent State Law Examination 1997-10-13
  • S65 Uniform Investment Adviser Law Examination
    1998-03-19
  • S63 Uniform Securities Agent State Law Examination
    1997-10-13
Designations
Other Names
  • Ken Killibrew
  • James Kenneth Killebrew
  • Ken Killebrew
  • James Kenneth Killebrew
  • James Kenneth Killibrew
  • James Kenneth Killebrew
  • James Kenneth Killebrew
  • Ken Kenneth Killebrew

View on SEC IAPD

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Other Offices

CENTAURUS FINANCIAL, INC. · Germantown, TN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GERMANTOWN, TN
NEW SOUTHERN ADVISORY SERVICES · GERMANTOWN, TN
STUDDARD FINANCIAL, LLC · GERMANTOWN, TN
SOWELL MANAGEMENT · Germantown, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GERMANTOWN, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Germantown, TN
BROOKSTONE WEALTH ADVISORS, LLC · Germantown, TN

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