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Jenna Elizabeth Karlovec

Charles Schwab & Co., Inc.

Orange Village, OH

CRD 7905855

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-09
  • OH RA
    APPROVED
    Since 2026-06-09

Branch Locations

511 Park Avenue Suite 145, Orange Village, OH 44122 • 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
Aladdin's Eatery Fairlawn OH 02/2019 02/2021
Mike's Place Kent OH 11/2021 09/2024
Towpath Tennis Center Akron OH 09/2017 02/2019
Yours Truly Medina OH 02/2021 11/2021
Charles Schwab Richfield OH 06/2024 08/2024
Charles Schwab & Co, Inc Orange Village OH 01/2025 Present
Charles Schwab Bank, Ssb Orange Village OH 01/2026 Present
Unemployed Copley OH 01/2016 09/2017
Unemployed Copley OH 10/2024 01/2025
Aladdin's Eatery Fairlawn OH 02/2019 02/2021
Mike's Place Kent OH 11/2021 08/2024
Towpath Tennis Center Akron OH 09/2017 02/2019
Yours Truly Medina OH 02/2021 11/2021
  • 02/2019 → 02/2021
    Aladdin's Eatery
    Fairlawn, OH
  • 11/2021 → 09/2024
    Mike's Place
    Kent, OH
  • 09/2017 → 02/2019
    Towpath Tennis Center
    Akron, OH
  • 02/2021 → 11/2021
    Yours Truly
    Medina, OH
  • 06/2024 → 08/2024
    Charles Schwab
    Richfield, OH
  • 01/2025 → Present
    Orange Village, OH
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Orange Village, OH
  • 01/2016 → 09/2017
    Unemployed
    Copley, OH
  • 10/2024 → 01/2025
    Unemployed
    Copley, OH
  • 02/2019 → 02/2021
    Aladdin's Eatery
    Fairlawn, OH
  • 11/2021 → 08/2024
    Mike's Place
    Kent, OH
  • 09/2017 → 02/2019
    Towpath Tennis Center
    Akron, OH
  • 02/2021 → 11/2021
    Yours Truly
    Medina, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
  • S66 Uniform Combined State Law Examination
    2026-06-09

View on SEC IAPD

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