Ashley R White

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

• 08/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2016 → 07/2017
  Destination Maternity Corp
  Tempe, AZ
• 12/2015 → 04/2019
  Jackson Hewitt Tax Service
  Tempe, AZ
• 03/2017 → 08/2020
  Arizona State University
  Tempe, AZ
• 06/2013 → 03/2017
  Arizona State University
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-06-14
• S63 Uniform Securities Agent State Law Examination
  2021-08-07

Other Names

• Ashley Renae White