Jessica LindseyCRD Number: 6645534
Current Firm: Charles Schwab & Company, Inc.
Jessica Lindsey (CRD# 6645534) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 2020 - Current||1|
|Charles Schwab Bank||Phoenix, AZ||Jan 2020 - Current||1|
|Citizens Bank||Phoenix, AZ||Sep 2017 - Dec 2019||2|
|Fidelity Brokerage Services, LLC||Albuquerque, NM||Apr 2016 - Aug 2017||1|
|Strayer University||Albuquerque, NM||Aug 2015 - Sep 2016||1|
|Fidelity Investments||Albuquerque, NM||Aug 2015 - Apr 2016||< 1|
|Unemployed||Albuqueruqe, NM||May 2015 - Aug 2015||< 1|
|University Of New Mexico||Albuquerque, NM||Jan 2014 - May 2015||1|
|University Of New Mexico||Albuquerque, NM||Aug 2008 - May 2015||6|
|Chilis Bar And Grill||Albuquerque, NM||Mar 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- 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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