Jennifer Katherine Hall Kachmar

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

• 06/2015 → 08/2023
  Ameriprise Financial Services, Inc.
  Roseville, CA
• 09/2023 → 06/2025
  Mercer Global Advisors Inc.
  Denver, CO
• 09/2025 → Present
  Charles Schwab & Co, Inc
  Rocklin, CA
• 12/2025 → Present
  Schwab Wealth Advisory Inc
  Rocklin, CA

Previous Registrations

• 2023-09-14 → 2025-06-27
  Mercer Global Advisors Inc.
  Denver, CO
  Rocklin, CA
• 2015-07-06 → 2023-08-25
  Ameriprise Financial Services, Llc
  Roseville, CA
• 2014-08-08 → 2015-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  Livermore, CA
  Roseville, CA
  Roseville, CA
  Sacramento, CA
  Roseville, CA
  Rocklin, CA
  Sacramento, CA
• 2014-02-25 → 2014-07-11
  Fisher Investments
  Plano, TX
• 2014-01-24 → 2014-02-03
  Edward Jones
  Lincoln, CA
• 2009-08-10 → 2013-11-13
  Strategic Advisers Llc
  Roseville, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-10
• S66 Uniform Combined State Law Examination
  2009-08-07

Designations

• Certified Financial Planner

Other Names

• Jennifer Hall
• Jennifer K Hall
• Jennifer Hall
• Jennifer Katherine Hall
• Jennifer Katherine Kachmar
• Jennifer Kachmar
• Jennifer Kathryn Hall Kachmar