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Kristin Jarrett Borino

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 5538203

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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
CO RA APPROVED 2020-01-05
CA RA APPROVED 2018-01-19
  • CO RA
    APPROVED
    Since 2020-01-05
  • CA RA
    APPROVED
    Since 2018-01-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Schwab Wealth Investment Advisory, Inc. Phoenix AZ 01/2016 01/2020
Charles Schwab & Co., Inc. Lone Tree CO 01/2017 Present
  • 01/2016 → 01/2020
    Schwab Wealth Investment Advisory, Inc.
    Phoenix, AZ
  • 01/2017 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Previous Registrations
  • 2016-04-05 → 2018-03-29
    Schwab Wealth Investment Advisory, Inc.
    Phoenix, AZ
    San Francisco, CA
  • 2009-04-14 → 2016-01-29
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    San Francisco, CA
    Phoenix, AZ
    Phoenix, AZ
  • 2008-12-11 → 2008-12-15
    Edward Jones
    St Louis, MO
Other Businesses

1) H&B Properties | Investment Related:No|14364 Double Dutch Loop|Parker|CO|80134|USA|Real Estate (Non-Agent/Broker)|Owner/Partner|2/1/2021|Less than 20|0|Creating LLC to purchase a rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-12
  • S66 Uniform Combined State Law Examination
    2008-11-12
Other Names
  • Kristin Diane Jarrett
  • Kristin Borino

View on SEC IAPD

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