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Jayme Ann Cross

Schwab Wealth Advisory, Inc.

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About Jayme Ann Cross

Jayme Ann Cross is a financial advisor with Schwab Wealth Advisory, Inc. Jayme has been in the industry since 1999 and has experience with Charles Schwab & Co., Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Jayme holds a Series 6, 7, 63, and 66 license and has achieved the Certified Financial Planner designation. Jayme provides financial planning and portfolio management for individuals and businesses.

Firm Information

Jayme Cross is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jayme Cross’s Registration & Firm History

CO

01/29/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

06/28/2004 - 05/27/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Denver CO)

SC

03/22/2000 - 04/15/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

ME

10/27/1998 - 03/15/1999

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

CO

07/12/1996 - 06/18/1998

BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 07/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jayme Ann Cross. Review regulatory record here.
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