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Jeffrey Michael Kronschnabl

Charles Schwab & CO., Inc.

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About Jeffrey Michael Kronschnabl

Jeffrey Kronschnabl is an active broker and investment advisor representative, registered with Charles Schwab & CO., Inc. in Texas since June 2020. Jeffrey has been in the financial services industry for 19 years. Previously, Jeffrey was employed at USAA Financial Advisors, Inc. in Addison, Texas, Farmers Financial Solutions, LLC in Plano, Texas, and Fidelity Brokerage Services LLC in Westlake, Texas, and Smithfield, Rhode Island. Jeffrey is licensed to provide investment advice and services in all 50 states and the District of Columbia. Jeffrey holds Series 63, 66, and 7 licenses.

Firm Information

Jeffrey Kronschnabl is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jeffrey Kronschnabl’s Registration & Firm History

TX

06/08/2020 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

02/07/2019 - 05/02/2019

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

09/29/2017 - 09/18/2018

FARMERS FINANCIAL SOLUTIONS, LLC (PLANO TX)

TX

08/22/2005 - 02/07/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

RI

04/25/2001 - 01/07/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 07/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jeffrey Michael Kronschnabl. Review regulatory record here.
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