Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Knapp is a financial advisor with Charles Schwab & CO., Inc. Jennifer has been in the financial services industry since 2014. Jennifer is licensed to provide investment advice in Arizona and California. Jennifer has been registered with Charles Schwab & CO., Inc. since September 2021. Prior to that, Jennifer was registered with WELLS FARGO CLEARING SERVICES, LLC from March 2017 to September 2021. Jennifer has also held previous registrations with Ameriprise Financial Services, Inc. and J.P. Morgan Securities LLC. Jennifer holds a Series 6, Series 7TO, Series 63, and Series 65 license. Jennifer specializes in providing financial planning advice and investment management services to individuals.
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
AZ
01/07/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
03/16/2017 - 09/29/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
CA
04/13/2016 - 04/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CALABASAS CA)
CA
07/09/2014 - 03/23/2016
J.P. MORGAN SECURITIES LLC (CAMARILLO CA)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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