Jessica Ann Stephan

Current Employers

Employment History

• 09/2011 → 04/2018
  Charles Schwab Bank
  New York City, NY
• 05/2014 → 04/2018
  Charles Schwab & Co., Inc.
  New York, NY
• 04/2018 → 06/2020
  Tdameritrade
  New York, NY
• 06/2020 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York City, NY
• 2018-05-07 → 2020-05-29
  Td Ameritrade, Inc.
  New York, NY
• 2018-05-09 → 2020-05-29
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2013-05-01 → 2018-05-07
  Charles Schwab & Co., Inc.
  New York City, NY
  New York City, NY

Other Businesses

OBA-15465|OrgNmn:Crows Nest Lake Placid LLC|Org Addr:brooklyn,New York,US|OBA Nature:It is a vacation rental home t|Invst Rel:Y|Title:Owner|Duties:Passive duties - I have a maintenance company that handles the day to day care|StrtDt:06-01-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-16854|OrgNmn:Ski Friends LLC|Org Addr:Wilmington,New York,US|OBA Nature:vacation rental home that is l|Invst Rel:Y|Title:co-owner|Duties:passive duties - I have a property manager that handles the day to day maintenance.|StrtDt:10-29-20|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-04-30
• S63 Uniform Securities Agent State Law Examination
  2012-02-01

Designations

Other Names

• Jessica Wiegand
• Jessica Ann Wiegand
• Jessica Ann Wiegand
• Jessica Stephan
• Jessica A Stephan