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Jennifer A Fanelli-Zastrow

Schwab Wealth Advisory, Inc.

Maitland, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-04
FL RA APPROVED 2021-04-20
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • FL RA
    APPROVED
    Since 2021-04-20

Branch Locations

Maitland, FL • 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
Morgan Stanley Smith Barney Winter Park FL 04/2012 07/2017
Ameriprise Financial Services Inc. Winter Park FL 08/2017 03/2021
Charles Schwab & Co., Inc. Maitland FL 03/2021 Present
Schwab Wealth Advisory Inc Maitland FL 03/2021 Present
  • 04/2012 → 07/2017
    Morgan Stanley Smith Barney
    Winter Park, FL
  • 08/2017 → 03/2021
    Ameriprise Financial Services Inc.
    Winter Park, FL
  • 03/2021 → Present
    Charles Schwab & Co., Inc.
    Maitland, FL
  • 03/2021 → Present
    Schwab Wealth Advisory Inc
    Maitland, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-18
S63 Uniform Securities Agent State Law Examination 2008-02-13
  • S66 Uniform Combined State Law Examination
    2015-12-18
  • S63 Uniform Securities Agent State Law Examination
    2008-02-13
Other Names
  • Jen Fanelli
  • Jennifer Fanelli
  • Jennifer Fanelli-Zastrow
  • Jennifer A Fanelli
  • Jennifer A Fanelli-Zastrow

View on SEC IAPD

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