Jennifer KnappCRD 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.
Transamerica Financial Advisors, Inc.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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