Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kilby is an Investment Advisor Representative with Charles Schwab & CO., Inc. Jennifer has been in the securities industry since August 21, 2000. Jennifer is also a Certified Financial Planner. Jennifer is registered to offer securities and investment advisory services in 28 states and Washington D.C. Jennifer specializes in providing financial planning and portfolio management services to individuals and families. Jennifer has been with Charles Schwab & CO., Inc. since July 2022. Prior to that, Jennifer worked at Vanguard Marketing Corporation, LPL Financial LLC, Liberty Group, LLC, and other firms.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
AZ
10/14/2021 - 07/05/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
TX
11/01/2018 - 11/04/2019
LPL FINANCIAL LLC (MCKINNEY TX)
CA
09/14/2015 - 11/05/2018
LIBERTY GROUP, LLC (OAKLAND CA)
TX
12/16/2013 - 03/31/2015
PURSHE KAPLAN STERLING INVESTMENTS (MCKINNEY TX)
TX
07/08/2003 - 12/20/2013
LPL FINANCIAL LLC (MCKINNEY TX)
NY
01/07/2002 - 07/29/2003
AXA ADVISORS, LLC (NEW YORK NY)
IL
03/12/1997 - 03/21/2000
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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