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Jessica Silverman

Schwab Wealth Advisory, Inc.

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About Jessica Silverman

Jessica Silverman is a financial advisor with Schwab Wealth Advisory, Inc. Jessica has been in the financial services industry for 10 years and is registered with the states of Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Maryland, Michigan, Mississippi, Montana, Nevada, New Jersey, New York, Oklahoma, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington and Wyoming. Jessica is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses.

Firm Information

Jessica Silverman 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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Jessica Silverman’s Registration & Firm History

CO

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

NC

11/30/2020 - 06/01/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

05/19/2015 - 07/17/2019

FIDELITY BROKERAGE SERVICES LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Jessica Silverman. Review regulatory record here.
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