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Jenny Xiao Huang

Charles Schwab & CO., Inc.

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About Jenny Xiao Huang

Jenny Xiao Huang is an investment advisor representative with Charles Schwab & CO., Inc. in San Francisco, California. Jenny has been in the securities industry since July 2005 and holds both Series 7 and Series 66 licenses, as well as the SIE exam. Jenny has previously worked at TD AMERITRADE, INC., CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and LPL FINANCIAL CORPORATION. Jenny's specialties include providing financial planning advice and referrals for other investment advisors.

Firm Information

Jenny Huang 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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Jenny Huang’s Registration & Firm History

CA

01/31/2022 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CA

09/15/2014 - 07/29/2024

TD AMERITRADE, INC. (San Francisco CA)

CA

01/29/2013 - 09/05/2014

CETERA INVESTMENT SERVICES LLC (SAN FRANCISCO CA)

CA

10/11/2011 - 01/30/2013

LPL FINANCIAL LLC (SAN FRANCISCO CA)

CA

02/12/2010 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (DALY CITY CA)

CA

02/17/2009 - 02/18/2010

LPL FINANCIAL CORPORATION (SAN FRANCISCO CA)

CA

05/03/2006 - 02/18/2009

UCB INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)

NY

06/24/2005 - 05/04/2006

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 08/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jenny Xiao Huang.
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