Jessica Elizabeth Kienle

CRD 4017052 · Charles Schwab & Co., Inc. · Boca Raton, FL

IA RegisteredBroker

Also appears in the source record as: Jessica E Kienle; Jessica Kienle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (7): Delaware · Maryland · New Jersey · Pennsylvania · Virginia · Washington · West Virginia
Years in the industry (source record): 18
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 (18)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Boca Raton, FL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
West Chester, PA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Boca Raton, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
West Chester, PA · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Omaha, NE · BC capacity

Jul 27, 2021 → Dec 31, 2023
Td Ameritrade, Inc.
Radnor, PA · IA capacity

Jul 27, 2021 → Oct 14, 2022
Advice And Planning Services
Radnor, PA · IA capacity

Sep 20, 2018 → Jan 16, 2019
Tiaa-Cref Individual & Institutional Services, LLC
Radnor, PA · BC capacity

Sep 20, 2018 → Jan 16, 2019
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Sep 10, 2018
Fidelity Brokerage Services LLC
King Of Prussia, PA · BC capacity

Feb 11, 2015 → Aug 15, 2018
Strategic Advisers LLC
King Of Prussia, PA · IA capacity

Feb 13, 2015 → Jul 13, 2018
Fs2 Capital Partners, LLC
Philadelphia, PA · BC capacity

May 23, 2014 → Jan 28, 2015
Sei Investments Management Corp
Maitland, FL · IA capacity

Feb 15, 2011 → Jun 16, 2014
Sei Investments Distribution Co.
Oaks, PA · BC capacity

Mar 1, 2011 → May 27, 2014
J.P. Morgan Securities LLC
Newark, DE · BC capacity

Nov 1, 2010 → Feb 16, 2011
Sagepoint Financial, Inc.
Scottsdale, AZ · BC capacity

Aug 20, 2010 → Sep 24, 2010
Directed Services LLC
Phoenix, AZ · IA capacity

Oct 27, 2009 → May 6, 2010
Directed Services LLC
Phoenix, AZ · BC capacity

Nov 22, 2005 → May 6, 2010

Source & corrections

Where this page comes from

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