Julieanne Nelle Brittain

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

• 06/2014 → 09/2017
  Fidelity Brokerage Services Llc
  Westlake, TX
• 09/2017 → 02/2018
  Raymond James & Associates
  Boulder, CO
• 03/2018 → 11/2018
  Fidelity Brokerage Investments
  Greenwood Villlage, CO
• 12/2018 → 06/2024
  Td Ameritrade
  Southlake, TX
• 11/2020 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX
• 11/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2018-07-13 → 2018-11-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-04-02 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
  Westlake, TX
• 2017-09-27 → 2018-01-19
  Raymond James & Associates, Inc.
  Boulder, CO
• 2016-01-04 → 2017-09-11
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-12-19

Other Names

• Julieanne Nelle Brittain
• Julieanne Brittain