Jalyn Crittenden

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

• 10/2024 → 01/2026
  Teach Plan Retire, Ael Wealth Management
  Indianapolis, IN
• 08/2024 → 10/2024
  Unemployed
  Indianapolis, IN
• 01/2024 → 08/2024
  Four Quadrant Wealth Advisors, Inc.
  Carmel, IN
• 06/2022 → 12/2023
  Valeo Financial Advisors, Llc
  Carmel, IN
• 06/2018 → 05/2022
  Full Time Education
  Greencastle, IN
• 08/2014 → 05/2018
  Lawrence Central High School
  Indianapolis, IN
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 05/2021 → 08/2021
  Cno Financial Group
  Carmel, IN
• 08/2019 → 05/2022
  Depauw University
  Greencastle, IN

Previous Registrations

• 2024-10-29 → 2026-01-05
  An Exceptional Life Financial, Llc
  Indianapolis, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-20

Designations

• Certified Financial Planner

Other Names

• Jalyn T Crittenden