Jessica Silverman

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

• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
• 11/2020 → 05/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2017 → 06/2019
  Fidelity Brokerage Services Llc
  Charlotte, NC
• 10/2015 → 08/2017
  Fidelity Brokerage Services Llc
  Charlotte, NC
• 06/2019 → 11/2020
  Unemployed
  Charlotte, NC
• 05/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2021 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2020-11-30 → 2021-06-01
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2018-07-13 → 2019-07-17
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-09-05 → 2018-07-13
  Strategic Advisers Llc
  Charlotte, NC

Other Businesses

1) Ag Alchemy | Investment Related:No|Other|Principal Consultant|12/1/2025|Less than 20|0|Will provide occasional consulting related to creative strategy consulting which includes brand design and artistic direction for individuals starting/expanding businesses. This consulting is not related to financial or investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S66 Uniform Combined State Law Examination
  2015-06-05

Designations

• Certified Financial Planner

Other Names

• Jessica Murch
• Jessica Catherine Murch
• Jessica Murch Silverman
• Jessica Silverman
• Jess Silverman