Janet Mary Haley

Current Employers

Employment History

• 02/1995 → Present
  Bay Beach Condominiums
  Arlington, VA
• 05/2014 → 05/2020
  Usaa Financial Advisors, Inc.
  Arlington, VA
• 05/2014 → 05/2020
  Usaa Financial Planning Services
  Arlington, VA
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Arlington, VA
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Alexandria, VA

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  Arlington, VA
• 2014-06-26 → 2018-01-08
  Usaa Financial Planning Services
  Arlington, VA
  Vienna, VA
• 2011-10-28 → 2014-03-25
  Advisors Asset Management, Inc.
  Walnut Creek, CA
  San Diego, CA

Other Businesses

COMPANY NAME: BAY BEACH CONDOMINIUM COMPANY CITY/STATE/ZIP: ARLINGTON, VA 22209 NATURE OF BUSINESS: I OWN TWO RENTAL UNITS TITLE/POSITION HELD: OWNER BRIEF DESCRIPTION OF DUTIES PERFORMED: LANDLORD DUTIES DATES EMPLOYED: FROM: 02/01/1995 TO: PRESENT AMOUNT OF TIME YOU DEVOTE TO BUSINESS: 5 HOURS PER MONTH WORK FOR BUSINESS DURING SECURITIES TRADING HOURS? YES IS THE ACTIVITY YOU ARE REPORTING INVESTMENT RELATED? NO COMPENSATED FOR WORK? NO Short term rental property Rehoboth Beach, DE Not investment related Rental property for weekly and short term rentals Owner/landlord Start date 08/2016 Approximately 20-40 hours per month in the summer; less than 10 hours per month fall thru spring - all non-trading hours (usually Saturdays) Maintenance of property, all rental advertising activities handled by an agent Start Date 01-29-02 | Value Investing for Dummies | co-author | Arlington, VA | Hours/Month Less than 20 | I co-authored a book in 2002 I have not been involved with any of the subsequent editions

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-27
• S63 Uniform Securities Agent State Law Examination
  1995-07-14

Designations

Other Names

• Janet Haley