Jessica Klein, financial advisor Lone Tree CO
90 score

Jessica Klein

CRD 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 5 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Lone Tree CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Lone Tree CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Lone Tree CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jun 2013 - Current 3
Charles Schwab & Company, Inc. Lone Tree, CO May 2011 - Current 5
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
Fedex West Denver, CO May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jessica M. Klein
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jessica Klein and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.