Best Investors Account Sign in

Jaclyn Brenna Ashgrove

Charles Schwab & Co., Inc.

Huntersville, NC

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-24
  • NC RA
    APPROVED
    Since 2025-06-24

Branch Locations

8700 Sam Furr Road, Huntersville, NC 28078 • 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
Wells Fargo Bank, Na Alamogordo NM 03/2014 10/2017
Wells Fargo Bank, Na Bountiful UT 10/2017 08/2018
Charles Schwab & Co., Inc. Phoenix AZ 08/2020 Present
Wells Fargo Bank, Na Phoenix AZ 08/2018 08/2020
Charles Schwab Bank, Ssb Phoenix AZ 04/2023 03/2024
Schwab Wealth Advisory, Inc. Phoenix AZ 03/2024 06/2025
Charles Schwab Bank Huntersville NC 06/2025 Present
  • 03/2014 → 10/2017
    Wells Fargo Bank, Na
    Alamogordo, NM
  • 10/2017 → 08/2018
    Wells Fargo Bank, Na
    Bountiful, UT
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2018 → 08/2020
    Wells Fargo Bank, Na
    Phoenix, AZ
  • 04/2023 → 03/2024
    Charles Schwab Bank, Ssb
    Phoenix, AZ
  • 03/2024 → 06/2025
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 06/2025 → Present
    Charles Schwab Bank
    Huntersville, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-29
S63 Uniform Securities Agent State Law Examination 2017-09-08
  • S66 Uniform Combined State Law Examination
    2023-03-29
  • S63 Uniform Securities Agent State Law Examination
    2017-09-08
Other Names
  • Jaclyn Brenna Perard
  • Jaclyn Safdar
  • Jaclyn Brenna Safdar
  • Jackie Safdar
  • Jackie B Safdar
  • Jackie Ashgrove
  • Jackie Brenna Ashgrove

View on SEC IAPD

Other Firms

CORNERSTONE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES

Other Investors

ANDREW KELSEY SMITH
BRENDA HANCE PRESSLEY
RACHEL LEE POSNER
WHITNEY ANNE PAPPAS
Rodney Thomas Wendt
RICHARD GORDON FALLON
Robert William Benton
KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

More in Huntersville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor