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Jenny Xiao Huang

Charles Schwab & Co., Inc.

San Mateo, CA

San Francisco, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-31
  • CA RA
    APPROVED
    Since 2022-01-31

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States

San Francisco, CA • 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
Td Ameritrade, Inc. San Francisco CA 09/2014 06/2024
Charles Schwab & Co., Inc. San Francisco CA 01/2022 Present
Charles Schwab Bank, Ssb San Francisco CA 07/2022 Present
  • 09/2014 → 06/2024
    Td Ameritrade, Inc.
    San Francisco, CA
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
Previous Registrations
  • 2014-09-15 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Francisco, CA
    San Francisco, CA
  • 2014-09-15 → 2022-10-14
    Td Ameritrade, Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Omaha, NE
  • 2014-01-21 → 2014-09-05
    Cetera Investment Advisers Llc
    San Francisco, CA
  • 2013-01-29 → 2014-01-21
    Cetera Investment Services Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Daly City, CA
  • 2011-10-11 → 2013-01-30
    Lpl Financial Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Stockton, CA
    San Francisco, CA
    Daly City, CA
    San Francisco, CA
  • 2010-02-16 → 2011-10-11
    Uvest Financial Services Group, Inc.
    Daly City, CA
    Alhambra, CA
    Daly City, CA
    San Francisco, CA
    Stockton, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Sacramento, CA
  • 2009-02-17 → 2010-02-18
    Lpl Financial Llc
    Fort Mill, SC
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Cupertino, CA
    Daly City, CA
    San Francisco, CA
    Fremont, CA
  • 2007-07-31 → 2009-02-18
    Ucb Asset Management, Inc.
    New York, NY
  • 2007-04-26 → 2009-02-18
    Ucb Investment Services, Inc.
    Monterey Park, CA
    Daly City, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2005-08-31 → 2006-05-04
    Citicorp Investment Services
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-30
  • S66 Uniform Combined State Law Examination
    2005-08-30
Other Names
  • Jenny Huang

View on SEC IAPD

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Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

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