Jessica Marie Klein

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-06
CO	RA	APPROVED	2013-08-26

TX RA
APPROVED

Since 2020-01-06
CO RA
APPROVED

Since 2013-08-26

Branch Locations

9875 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	05/2011	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	06/2013	Present

05/2011 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
06/2013 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Other Businesses

RENTAL PROPERTY INCOME| START DATE 05.01.2017| AURORA, CO| RENTING A CONDO MY HUSBAND & I OWN TO FRIENDS AT 12526 E CORNELL AVE. #103 AURORA, CO 80014 FOR APPROXIMATELY 20 HOURS PER MONTH NON DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-24
S63	Uniform Securities Agent State Law Examination	2011-08-19

S66 Uniform Combined State Law Examination

2013-08-24
S63 Uniform Securities Agent State Law Examination

2011-08-19

Designations

Other Names

Jessica Marie Conrad
Jessica Klein

View on SEC IAPD