Jessica Marie Faleao

Schwab Wealth Advisory, Inc.

CRD 6921610

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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:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-04-07
TX	RA	APPROVED	2021-04-07

CO RA
APPROVED

Since 2021-04-07
TX RA
APPROVED

Since 2021-04-07

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	03/2018	Present
Tgi Fridays	Aurora	CO	01/2018	02/2018
Aimhire	Denver	CO	07/2017	11/2017
Deseret International Charities	Ulaanbaatar		01/2016	06/2017
Schwab Wealth Advisory Inc	Lone Tree	CO	03/2021	Present

03/2018 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
01/2018 → 02/2018

Tgi Fridays

Aurora, CO
07/2017 → 11/2017

Aimhire

Denver, CO
01/2016 → 06/2017

Deseret International Charities

Ulaanbaatar
03/2021 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-05
S63	Uniform Securities Agent State Law Examination	2018-08-31

S66 Uniform Combined State Law Examination

2020-10-05
S63 Uniform Securities Agent State Law Examination

2018-08-31

Other Names

Jessica Marie Olsen

View on SEC IAPD

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