Jayne Christian

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

• 01/2016 → 09/2016
  Principal Life Insurance Co
  Wauwatosa, WI
• 02/2016 → 09/2016
  Princor Financial Services
  Wauwatosa, WI
• 10/2016 → 06/2018
  Kestra Financial, Inc
  Plymouth, MN
• 06/2018 → 11/2022
  Skyview Partners
  Wayzata, MN
• 01/2023 → 08/2023
  Capital Wealth Advisors
  Lehi, UT
• 09/2023 → 02/2025
  Tradepmr
  Gainsville, FL
• 02/2025 → 09/2025
  Robinhood Markets, Inc
  Menlo Park, CA
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Chanhassen, MN
• 12/2025 → Present
  Schwab Wealth Advisory Inc
  Chanhassen,, MN

Previous Registrations

• 2016-10-28 → 2018-06-15
  Kestra Advisory Services, Llc
  Minnetonka, MN
  Austin, TX
• 2016-03-11 → 2016-09-30
  Principal Securities, Inc.
  Wauwatosa, WI
• 2015-10-01 → 2015-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-11
• S66 Uniform Combined State Law Examination
  2015-09-25

Designations

• Certified Financial Planner

Other Names

• Jayne Elizabeth Potulny
• Jayne Elizabeth Potulny
• Jayne E Potulny
• Jayne E Christian