Jessica Creevy

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

• 06/2014 → 12/2019
  Jessica Creevy Llc (Hassan + Cables)
  Boulder, CO
• 08/2024 → 12/2025
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2020 → 08/2024
  Full Time Education
  Denver, CO
• 01/2020 → 07/2024
  Williams, Weese, Pepple & Ferguson
  Denver, CO
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Boulder, CO

Previous Registrations

• 2025-12-02 → 2025-12-15
  Charles Schwab & Co., Inc.
  Boulder, CO
  Phoenix, AZ

Other Businesses

1) Jarrow Montessori | Investment Related:No|3900 Orange|Education|Chair of Board of Trustees|2021-08-19||0|Chair of the Board of Trustees of nonprofit, private Montessori school which includes sitting on the Business Finance Committee. The Investment Committee, a subcommittee of the Business Finance Committee, is responsible for making sure that the school's investments are within the school's investment policy. I do not sit on the Investment Committee, but the Investment Commitee reports to both the Business Finance Commitee and the full Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-02