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Jocelyn Cornell Sarvady Fena

Charles Schwab & Co., Inc.

Wayzata, MN

Edina, MN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-26
  • MN RA
    APPROVED
    Since 2025-11-26

Branch Locations

130 Lake Street West Floor 01, Wayzata, MN 55391-1599 • United States

3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • 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
Charles Schwab & Co., Inc. Wayzata MN 08/2022 Present
Charles Schwab Bank Ssb Wayzata MN 08/2022 Present
Gartner, Inc. Minneapolis MN 01/2017 04/2018
Berger Montague Pc Minneapolis MN 05/2018 08/2022
The Advisory Board Company Washington DC 07/2015 01/2017
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Wayzata, MN
  • 08/2022 → Present
    Charles Schwab Bank Ssb
    Wayzata, MN
  • 01/2017 → 04/2018
    Gartner, Inc.
    Minneapolis, MN
  • 05/2018 → 08/2022
    Berger Montague Pc
    Minneapolis, MN
  • 07/2015 → 01/2017
    The Advisory Board Company
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-04
  • S66 Uniform Combined State Law Examination
    2024-06-04
Other Names
  • Jocelyn Cornell Sarvady

View on SEC IAPD

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MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN
WALLEYE CAPITAL LLC · WAYZATA, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAYZATA, MN
GARDA CAPITAL PARTNERS · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA, MN
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