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Jean Elizabeth Boh

Charles Schwab & Co., Inc.

Denver, CO

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
CO RA APPROVED 2019-05-02
  • TX RA
    APPROVED
    Since 2026-01-03
  • CO RA
    APPROVED
    Since 2019-05-02

Branch Locations

200 Clayton Street Suite 100, Denver, CO 80206 • 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
Charles Schwab & Co., Inc. Denver CO 04/2017 Present
Mr. Appliance Of West Denver Highlands Ranch CO 08/2016 01/2018
Sur La Table Centennial CO 02/2015 05/2017
Group Genesis Highlands Ranch CO 06/2014 11/2017
Players Bench Denver CO 08/2005 09/2016
Schwab Private Client Investment Advisory, Inc. Lone Tree CO 10/2018 05/2019
Charles Schwab Bank Denver CO 05/2019 Present
  • 04/2017 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 08/2016 → 01/2018
    Mr. Appliance Of West Denver
    Highlands Ranch, CO
  • 02/2015 → 05/2017
    Sur La Table
    Centennial, CO
  • 06/2014 → 11/2017
    Group Genesis
    Highlands Ranch, CO
  • 08/2005 → 09/2016
    Players Bench
    Denver, CO
  • 10/2018 → 05/2019
    Schwab Private Client Investment Advisory, Inc.
    Lone Tree, CO
  • 05/2019 → Present
    Charles Schwab Bank
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-16
S63 Uniform Securities Agent State Law Examination 2017-09-25
  • S66 Uniform Combined State Law Examination
    2017-11-16
  • S63 Uniform Securities Agent State Law Examination
    2017-09-25
Designations
Other Names
  • Jean Elizabeth Smith
  • Jeannie Boh

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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