Jennifer Ann Ratini

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2022
  Jpmorgan Securities, Llc
  Arlington Heights, IL
• 06/2012 → 01/2023
  Jpmorgan Chase Bank
  Arlington Heights, IL
• 07/2023 → 07/2025
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2022 → 07/2023
  N/A
  Centennial, CO
• 10/2025 → 12/2025
  Equiniti
  Centernnial, CO
• 07/2025 → 10/2025
  Unemployed
  Centennial, CO
• 12/2025 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO

Previous Registrations

• 2023-08-07 → 2025-07-12
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Centennial, CO
• 2016-03-09 → 2022-10-08
  J.P. Morgan Securities Llc
  Arlington Hts, IL
  Chicago, IL
  Chicago, IL
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Centennial, CO
  Denver, CO
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04
• S63 Uniform Securities Agent State Law Examination
  2013-04-01

Other Names

• Jennifer Ann Wilczewski
• Jennifer Wilczewski
• Jennifer Ratini