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Breyanna Jahzmeen Kerley

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7442822

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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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-16
TX RA APPROVED 2024-09-16
  • IN RA
    APPROVED
    Since 2024-09-16
  • TX RA
    APPROVED
    Since 2024-09-16

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co.,Inc. Indianapolis IN 09/2021 Present
World Financial Group Indianapolis IN 01/2021 08/2021
Navient Fishers IN 02/2016 12/2020
Door Dash Inc Westfield IN 03/2021 07/2021
Schwab Wealth Advisory Inc. Indianapolis IN 01/2024 Present
  • 09/2021 → Present
    Charles Schwab & Co.,Inc.
    Indianapolis, IN
  • 01/2021 → 08/2021
    World Financial Group
    Indianapolis, IN
  • 02/2016 → 12/2020
    Navient
    Fishers, IN
  • 03/2021 → 07/2021
    Door Dash Inc
    Westfield, IN
  • 01/2024 → Present
    Schwab Wealth Advisory Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01
Other Names
  • Breyanna J Kerley
  • Brey J Kerley

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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