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Amber Jennings

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7813473

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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
CO RA APPROVED 2026-08-31
  • CO RA
    APPROVED
    Since 2026-08-31

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
King Soopers Aurora CO 01/2019 01/2020
Amerifirst Financial Denver CO 01/2018 12/2022
Unemployed Aurora CO 12/2022 11/2023
First California Mortgage Denver CO 05/2012 12/2017
Charles Schwab & Co., Inc. Lone Tree CO 11/2023 Present
  • 01/2019 → 01/2020
    King Soopers
    Aurora, CO
  • 01/2018 → 12/2022
    Amerifirst Financial
    Denver, CO
  • 12/2022 → 11/2023
    Unemployed
    Aurora, CO
  • 05/2012 → 12/2017
    First California Mortgage
    Denver, CO
  • 11/2023 → Present
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-28
S63 Uniform Securities Agent State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2026-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-05-07
Other Names
  • Amber Bliss

View on SEC IAPD

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