Jesse Thurman

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 07/2016 → 02/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2023 → 08/2024
  Unemployed
  Boston, MA
• 08/2024 → 11/2024
  Commonwealth Financial Network
  Waltham, MA
• 08/2024 → 11/2024
  Freedom Trail Financial
  Boston, MA
• 11/2024 → 02/2025
  N/A
  Wakefield, MA
• 03/2025 → Present
  Charles Schwab & Co, Inc
  Boston, MA
• 03/2025 → Present
  Schwab Wealth Advisory, Inc
  Boston, MA

Previous Registrations

• 2024-08-20 → 2024-12-03
  Commonwealth Financial Network
  Boston, MA
  Wakefield, MA
• 2018-05-11 → 2023-02-21
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-04
• S63 Uniform Securities Agent State Law Examination
  2016-08-23

Designations

• Certified Financial Planner

Other Names

• Jesse Thurman
• Jesse Michael Thurman