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Jennifer Lyman Moor

Charles Schwab & Co., Inc.

Ponte Vedra Beach, FL

St Louis, MO

CRD 7698751

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

Ponte Vedra Beach, FL • United States

500 Maryville University Drive, St Louis, MO 63141 • 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
Cherokee Town And Country Club Atlanta GA 02/2015 07/2018
Healthfitness Atlanta GA 08/2015 07/2018
Plus One Atlanta GA 10/2015 07/2018
Healthfitness Jacksonville FL 07/2018 05/2020
Plus One Jacksonville FL 09/2018 01/2019
Beaches Admin Services Jacksonville Beach FL 12/2018 05/2020
Jpmorgan Chase Jacksonville FL 05/2020 07/2021
Flagstar Bank Troy MI 07/2021 02/2023
Charles Schwab & Co., Inc. Ponte Vedra Beach FL 03/2023 Present
  • 02/2015 → 07/2018
    Cherokee Town And Country Club
    Atlanta, GA
  • 08/2015 → 07/2018
    Healthfitness
    Atlanta, GA
  • 10/2015 → 07/2018
    Plus One
    Atlanta, GA
  • 07/2018 → 05/2020
    Healthfitness
    Jacksonville, FL
  • 09/2018 → 01/2019
    Plus One
    Jacksonville, FL
  • 12/2018 → 05/2020
    Beaches Admin Services
    Jacksonville Beach, FL
  • 05/2020 → 07/2021
    Jpmorgan Chase
    Jacksonville, FL
  • 07/2021 → 02/2023
    Flagstar Bank
    Troy, MI
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2025-11-24
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26
Other Names
  • Jenny Lyman
  • Jenny Nicole Lyman
  • Jenny Moor
  • Jennifer Nicole Lyman

View on SEC IAPD

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