Jennifer L Kilby

CRD 2601913 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Jennifer L Congine; Jennifer Congine; Jennifer Kilby; Jennifer Lynne Kilbygallegos; Jen Kilby; Jennifer Lynne Kilby

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 24Series 65Series 63
Registered states (27): Alabama · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Iowa · Maryland · Massachusetts · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (17)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Vanguard Advisers, Inc.
Scottsdale, AZ · IA capacity

Oct 15, 2021 → Jul 5, 2022
Vanguard Marketing Corporation
Scottsdale, AZ · BC capacity

Oct 14, 2021 → Jul 5, 2022
Fisher Investments
Plano, TX · IA capacity

Apr 22, 2021 → Oct 15, 2021
Lpl Financial LLC
Mckinney, TX · BC capacity

Nov 1, 2018 → Nov 4, 2019
Leslie Global Wealth, LLC
Mckinney, TX · IA capacity

Nov 7, 2018 → Oct 17, 2019
Liberty Wealth Management, LLC
Mckinney, TX · IA capacity

May 18, 2018 → Nov 5, 2018
Liberty Group, LLC
Oakland, CA · BC capacity

Sep 14, 2015 → Nov 5, 2018
Liberty Wealth Management, LLC
Mckinney, TX · IA capacity

Sep 14, 2015 → Oct 10, 2018
Tuttle Wealth Management, LLC
Riverside, CT · IA capacity

Dec 20, 2013 → Aug 26, 2015
Purshe Kaplan Sterling Investments
Mckinney, TX · BC capacity

Dec 16, 2013 → Mar 31, 2015
Lpl Financial LLC
Mckinney, TX · IA capacity

Jul 8, 2003 → Dec 20, 2013
Axa Advisors, LLC
Oakbrook, IL · IA capacity

Jan 28, 2002 → Jul 29, 2003
Axa Advisors, LLC
New York, NY · BC capacity

Jan 7, 2002 → Jul 29, 2003
Mack Investment Securities, Inc.
Northfield, IL · BC capacity

Mar 12, 1997 → Mar 21, 2000

Source & corrections

Where this page comes from

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