Jennifer Marie Poppe

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:

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

Current Employers

Employment History

• 05/2008 → 01/2018
  Scottrade, Inc.
  Chesterfield, MO
• 02/2018 → 12/2021
  Td Ameritrade, Inc.
  St. Louis, MO
• 12/2021 → Present
  Charles Schwab & Co., Inc
  St. Louis, MO
• 12/2021 → Present
  Charles Schwab Bank, Ssb
  St. Louis, MO

Previous Registrations

• 2022-06-27 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO
  St. Louis, MO
  Westlake, TX
• 2019-04-15 → 2022-01-18
  Td Ameritrade, Inc.
  St. Louis, MO
  Omaha, NE
  St Louis, MO
  St Louis, MO
  Omaha, NE
• 2020-03-27 → 2022-01-18
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-04-12
• S63 Uniform Securities Agent State Law Examination
  2009-08-27

Other Names

• Jenny Marie Poppe
• Jennifer Marie Poppe
• Jenny Chandler
• Jennifer Marie Chandler