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Stephanie Michelle Jaouen-starr

Charles Schwab & CO., Inc.

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About Stephanie Michelle Jaouen-starr

Stephanie Jaouen-starr is a registered representative of Charles Schwab & CO., Inc., based in Lone Tree, CO. Stephanie has been in the financial services industry since 2002. Stephanie has a Series 7, Series 11 and Series 66 licenses and has passed the Securities Industry Essentials Examination. Stephanie has worked at Russell Investments, MSCS Financial Services, LLC and Charles Schwab & CO., Inc.. Stephanie is currently registered in California and Colorado.

Firm Information

Stephanie Jaouen-starr 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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Stephanie Jaouen-starr’s Registration & Firm History

CO

01/31/2017 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

WA

01/10/2005 - 01/27/2017

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

NY

01/02/2002 - 01/04/2005

MSCS FINANCIAL SERVICES, LLC (EDGEWOOD NY)

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Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2001

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stephanie Michelle Jaouen-starr.
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