Jessica Marie Johnson

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

• 05/2017 → 12/2022
  Td Ameritrade, Inc.
  Omaha, NE
• 01/2012 → 05/2017
  Von Maur
  Omaha, NE
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE

Previous Registrations

• 2017-10-24 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Lone Tree, CO
• 2017-10-24 → 2021-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2017-10-23
• S63 Uniform Securities Agent State Law Examination
  2017-07-07

Other Names

• Jessica Marie Carlsen
• Jessica Johnson