Jessica KleinCRD Number: 5928668
Current Firm: Schwab Private Client Investment Advisory, Inc.
Jessica Klein (CRD# 5928668) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 6 years of experience in the finance industry. Jessica Klein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Schwab Private Client Investment Advisory, Inc.||Lone Tree, CO||Jun 2013 - Current||4|
|Charles Schwab & Company, Inc.||Lone Tree, CO||May 2011 - Current||7|
|Charles Schwab Bank||Englewood, CO||Dec 2012 - Mar 2013||< 1|
|The Home Depot||Aurora, CO||Apr 2011 - Mar 2012||< 1|
|Unemployed||Aurora, CO||Dec 2010 - Apr 2011||< 1|
|Holiday Creations Inc. F.n.a. Diogen Lighting||Englewood, CO||Mar 2010 - Dec 2010||< 1|
|Goodyear Tire And Rubber Company||Englewood, CO||Aug 2008 - Mar 2010||1|
|National Jewish Health||Denver, CO||Sep 2009 - Nov 2009||< 1|
|Full-time Education At University Of Denver||Denver, CO||Aug 2003 - Aug 2009||6|
|Unemployed||Aurora, CO||Jun 2008 - Aug 2008||< 1|
|Self-employed||Centennial, CO||Jun 2001 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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