Best Investors Account Sign in

Jacquelyn Coleman

Schwab Wealth Advisory, Inc.

Chicago, IL

CRD 5656597

Claim This Profile
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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-26
  • IL RA
    APPROVED
    Since 2026-02-26

Branch Locations

150 S Wacker Dr, Chicago, IL 60606-4111 • 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
Northwestern Mutual Investment Services, Llc Chicago IL 10/2009 01/2024
Corey Mcquade Chicago IL 01/2016 12/2023
Daniel W Gould Deerfield IL 01/2024 12/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2024 12/2025
Charles Schwab & Co., Inc. Chicago IL 12/2025 Present
Schwab Wealth Advisory, Inc. Chicago IL 02/2026 Present
  • 10/2009 → 01/2024
    Northwestern Mutual Investment Services, Llc
    Chicago, IL
  • 01/2016 → 12/2023
    Corey Mcquade
    Chicago, IL
  • 01/2024 → 12/2025
    Daniel W Gould
    Deerfield, IL
  • 02/2024 → 12/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-25
S63 Uniform Securities Agent State Law Examination 2010-02-04
  • S65 Uniform Investment Adviser Law Examination
    2015-03-25
  • S63 Uniform Securities Agent State Law Examination
    2010-02-04
Other Names
  • Jacquelyn E Groings
  • Jacquelyn E Goings
  • Jacquelyn Estelle Goings Coleman
  • Jacquelyn G Coleman

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor