Jenna Marie Dillenburg

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

• 06/2019 → 11/2022
  Heritage Wealth Management, Inc.
  San Diego, CA
• 11/2018 → 05/2019
  Downey & Associates
  Laramie, WY
• 08/2018 → 11/2018
  Perkins Restaurant And Bakery
  Laramie, WY
• 05/2019 → 06/2019
  Unemployed - Looking For Job
  San Diego, CA
• 05/2016 → 09/2016
  Unemployed - Looking For Job
  Laramie, WY
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2016 → 06/2018
  Perkins Restaurant And Bakery
  Laramie, WY
• 06/2018 → 06/2019
  Wyoming Retirement System
  Cheyenne, WY
• 08/2015 → 05/2019
  University Of Wyoming
  Laramie, WY

Previous Registrations

• 2021-12-16 → 2023-01-25
  Heritage Wealth Management, Inc.
  San Diego, CA
• 2020-02-14 → 2022-02-28
  The Kocen Financial Group, Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-14

Other Names

• Jenna Dillenburg
• Jenna M Dillenburg