Tanya L Elling

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

• 01/2019 → 07/2019
  Kms Financial Services, Inc.
  Seattle, WA
• 09/2018 → 07/2019
  Bca Financial Services
  Hillsboro, OR
• 09/2017 → 08/2018
  Fisher Investments
  Camas, WA
• 01/2010 → 08/2017
  Full-Time Education
  Hillsboro, OR
• 01/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2016 → 09/2016
  Macs Worldwide
  Hillsboro, OR
• 08/2019 → 12/2019
  Unemployed
  Merritt Island, FL
• 06/2023 → Present
  Charles Schwab Wealth Advisory
  Lone Tree, CO

Previous Registrations

• 2019-01-30 → 2019-07-19
  Kms Financial Services, Inc.
  Hillsboro, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-02
• S65 Uniform Investment Adviser Law Examination
  2019-01-30

Designations

• Certified Financial Planner

Other Names

• Tanya Lea Jones
• Tanya Lea Elling
• Tanya L Jones