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Janessa Brianne Herrick

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-12
IN RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-12-12
  • IN RA
    APPROVED
    Since 2025-04-23

Branch Locations

Indianapolis, IN • 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. Indianapolis IN 12/2016 Present
Clark-Pleasant Community School Corporation Whiteland IN 02/2016 10/2016
Schwab Wealth Advisory Inc. Indianapolis IN 04/2025 Present
  • 12/2016 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 02/2016 → 10/2016
    Clark-Pleasant Community School Corporation
    Whiteland, IN
  • 04/2025 → Present
    Schwab Wealth Advisory Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
S63 Uniform Securities Agent State Law Examination 2017-06-09
  • S66 Uniform Combined State Law Examination
    2024-11-15
  • S63 Uniform Securities Agent State Law Examination
    2017-06-09
Other Names
  • Janessa B Reames

View on SEC IAPD

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