Jaclyn Schmidt Cha

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

• 07/2012 → 10/2018
  Fidelity Brokerage Services, Llc
  Covington, KY
• 07/2018 → 10/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2018 → Present
  Charles Schwab & Co., Inc.
  Henrico, VA
• 11/2018 → 01/2020
  Charles Schwab Bank, Ssb
  Washington, DC
• 01/2023 → 09/2023
  Td Ameritrade Investment Management, Llc
  Washington, DC
• 06/2022 → 12/2023
  Td Ameritrade, Inc.
  Washington, DC

Previous Registrations

• 2023-02-02 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Washington, DC
  Washington, DC
• 2022-07-12 → 2022-10-14
  Td Ameritrade, Inc.
  Washington, DC
  Washington, DC
• 2018-07-13 → 2018-11-26
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-11-24 → 2018-07-13
  Strategic Advisers Llc
  Washington, DC
  Bethesda, MD
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-30
• S63 Uniform Securities Agent State Law Examination
  2012-10-24

Other Names

• Jaclyn Lee Schmidt