Jessica Silverman

CRD 5786811 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Jessica Catherine Murch; Jessica Murch; Jessica Murch Silverman; Jessica Silverman; Jess Silverman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 66
Registered states (31): Alabama · Arizona · California · Colorado · District Of Columbia · Florida · Idaho · Illinois · Kansas · Louisiana · Maryland · Michigan · Minnesota · Mississippi · Montana · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5786811 contains one or more disclosure events as of Aug 20, 2026.

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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 (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

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

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Littleton, CO · IA capacity

start not retrieved → present
Vanguard Advisers, Inc.
Charlotte, NC · IA capacity

Nov 30, 2020 → Jun 1, 2021
Vanguard Marketing Corporation
Charlotte, NC · BC capacity

Nov 30, 2020 → Jun 1, 2021
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Jul 17, 2019
Fidelity Brokerage Services LLC
Charlotte, NC · BC capacity

May 19, 2015 → Jul 17, 2019
Strategic Advisers LLC
Charlotte, NC · IA capacity

Sep 5, 2017 → Jul 13, 2018

Source & corrections

Where this page comes from

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