Nicole J Kinnamon

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

• 11/2020 → 06/2024
  Tdameritrade
  Frisco, CO
• 12/2019 → 09/2020
  Pearle Vision
  Omaha, NE
• 09/2019 → 12/2020
  Tapestry, Inc.
  Gretna, NE
• 05/2019 → 09/2019
  Unemployed
  Whittier, NC
• 09/2018 → 05/2019
  Trailer Inns Rv Park
  Bellevue, WA
• 04/2018 → 09/2018
  Unemployed
  Whittier, NC
• 08/2012 → 04/2018
  Speakeasy Tattoo Industries, Llc
  Boone, NC
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2022 → 07/2024
  Charles Schwab Bank, Ssb
  Frisco, CO
• 07/2024 → Present
  Schwab Wealth Advisory, Inc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23
• S63 Uniform Securities Agent State Law Examination
  2021-03-30

Other Names

• Nicole Jones Kinnamon
• Crystal Nicole Jones