Jasmine Cherrelle Lee

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

• 10/2019 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith
  Chandler, AZ
• 08/2017 → 08/2019
  Navy Federal Credit Union
  Radcliff, KY
• 06/2016 → 08/2017
  M & L Auto Sales
  Radcliff, KY
• 03/2021 → 11/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 11/2021 → 06/2022
  Morgan Stanley
  Gilbert, AZ
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2022-02-16 → 2022-07-19
  Morgan Stanley
  Gilbert, AZ
• 2021-04-27 → 2021-11-03
  Edelman Financial Engines
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-04-22
• S65 Uniform Investment Adviser Law Examination
  2021-04-08

Designations

• Certified Financial Planner

Other Names

• Jasmine C Lee
• Jasmine Lee
• Jasmin Lee