Janet Elizabeth Vaneman

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

• 06/2021 → 09/2024
  Heb Grocery Store
  College Station, TX
• 06/2024 → 08/2024
  Financial Synergies Wealth Advisors
  Houston, TX
• 05/2023 → 05/2024
  S.M. Tracy Herbarium
  College Station, TX
• 09/2014 → 08/2024
  Full Time Education
  Pitman, NJ
• 08/2024 → 01/2025
  Uber Eats
  College Station, TX
• 02/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 02/2025 → 07/2025
  Schwab Wealth Advisory
  Lone Tree, CO
• 02/2025 → Present
  Charles Schwab Bank
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27