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Jenny Gray

Charles Schwab & Co., Inc.

Iowa Park, TX

Westlake, TX

CRD 5301420

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-09-12
TX RA APPROVED 2023-02-10
  • UT RA
    APPROVED
    Since 2024-09-12
  • TX RA
    APPROVED
    Since 2023-02-10

Branch Locations

Iowa Park, TX • United States

3000 Schwab Way, Westlake, TX 76262 • 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 Austin TX 03/2018 02/2022
J.P. Morgan Securities Llc Austin TX 04/2013 03/2018
Morgan Stanley Austin TX 03/2018 02/2022
Unemployed Iowa Park TX 03/2022 12/2022
Charles Schwab & Co., Inc Wichita Falls TX 01/2023 Present
Previous Registrations
Other Businesses

1) Rental property at 4618 Cove Road, Wichita Falls, TX 76310 | Investment Related:No|4618 Cove Road|Wichita Falls|TX |76310|USA|Real Estate (Non-Agent/Broker)|Landlord|12/1/2013|Less than 20|0|I own the property a property manager handles the day to day activity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03
Other Names
  • Jenny M Gray
  • Jenny Marie Gray
  • Jenny Gray

View on SEC IAPD

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