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Jessica Leanne Mcneil

Charles Schwab & Co., Inc.

Temple Terrace, FL

Plano, TX

CRD 7226627

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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
FL RA APPROVED 2022-12-15
  • FL RA
    APPROVED
    Since 2022-12-15

Branch Locations

Temple Terrace, FL • United States

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • 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
Morgan Stanley Temple Terrace FL 04/2020 09/2020
Regions Bank Riverview FL 05/2019 04/2020
Suntrust Bank Riverview FL 04/2017 05/2019
Buybuy Baby Brandon FL 08/2015 04/2017
Charles Schwab & Co., Inc. Temple Terrace FL 11/2021 Present
Members Trust Company Tampa FL 01/2021 10/2021
Homemaker / Student Tampa FL 10/2020 12/2020
  • 04/2020 → 09/2020
    Morgan Stanley
    Temple Terrace, FL
  • 05/2019 → 04/2020
    Regions Bank
    Riverview, FL
  • 04/2017 → 05/2019
    Suntrust Bank
    Riverview, FL
  • 08/2015 → 04/2017
    Buybuy Baby
    Brandon, FL
  • 11/2021 → Present
    Charles Schwab & Co., Inc.
    Temple Terrace, FL
  • 01/2021 → 10/2021
    Members Trust Company
    Tampa, FL
  • 10/2020 → 12/2020
    Homemaker / Student
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-14
S63 Uniform Securities Agent State Law Examination 2022-02-17
  • S65 Uniform Investment Adviser Law Examination
    2022-12-14
  • S63 Uniform Securities Agent State Law Examination
    2022-02-17
Other Names
  • Jessica Morgan
  • Jessica Mcneil
  • Jessica L Mcneil

View on SEC IAPD

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