Jacqueline Anne De La Chapelle

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 12/2016
  Savant Capital
  San Francisco, CA
• 12/2016 → 06/2021
  Morgan Stanley
  San Francisco, CA
• 03/2017 → 06/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2021 → Present
  Charles Schwab And Co., Inc.
  San Francisco, CA
• 09/2021 → Present
  Schwab Wealth Advisory Inc
  San Francisco, CA

Previous Registrations

• 2017-02-02 → 2021-06-30
  Morgan Stanley
  San Francisco, CA
• 2004-09-22 → 2017-01-26
  Savant Capital, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-03-23
• S65 Uniform Investment Adviser Law Examination
  2001-09-07

Designations

• Chartered Financial Analyst

Other Names

• Jacqueline Hansmann
• Jacqueline De La Chapelle
• Jacqueline De La Chapelle