Jennifer Knapp, financial advisor Phoenix AZ

Jennifer Knapp

CRD Number: 6353268
Current Firm: Charles Schwab & Company, Inc.

Jennifer Knapp (CRD# 6353268) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Sep 2021 - Current < 1
Charles Schwab Bank, Ssb Phoenix, AZ Sep 2021 - Current < 1
Wells Fargo Clearing Services LLC West Hills, CA Feb 2017 - Sep 2021 4
Wells Fargo Bank Na West Hills, CA Jul 2016 - Sep 2021 5
Ameriprise Financial Services, Inc. Calabasas, CA Mar 2016 - Apr 2016 < 1
Jp Morgan Securities LLC Thousand Oaks, CA Jun 2014 - Mar 2016 1
Jp Morgan Chase Bank Thousand Oaks, CA Jun 2014 - Mar 2016 1
Unemployed Thousand Oaks, CA Jan 2014 - May 2014 < 1
Bank Of America Camarillo, CA May 2008 - Dec 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Jennifer L. Knapp
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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