Natalya Jennings

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 09/2019
  Morgan Stanley
  Deerfield, IL
• 02/2017 → 06/2017
  Gkic Insider's Circle
  Chicago, IL
• 07/2017 → 03/2018
  Self-Employed
  Chicago, IL
• 09/2015 → 01/2017
  Self-Employed
  Chicago, IL
• 04/2018 → 09/2019
  Morgan Stanley Private Bank, N.A.
  Deerfield, IL
• 05/2020 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 10/2019 → 04/2020
  Unemployed
  Chicago, IL
• 05/2020 → 08/2021
  Bank Of America
  Rolling Meadows, IL
• 08/2021 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 08/2021 → 06/2025
  J.P. Morgan Securities Llc
  Chicago, IL
• 05/2025 → Present
  Schwab Wealth Advisory, Inc.
  Chicago, IL
• 05/2025 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL

Previous Registrations

• 2021-09-23 → 2025-06-01
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2020-05-19 → 2021-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
• 2018-07-31 → 2019-09-17
  Morgan Stanley
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Designations

• Certified Financial Planner

Other Names

• Natalja Judina
• Natalja Jennings
• Natalya Jennings