Jean Elizabeth Boh
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Jean Elizabeth Boh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab BankMay 2019 to now
- Charles Schwab & Co., Inc.Apr 2017 to now
- Schwab Private Client Investment Advisory, Inc.Oct 2018 to May 2019
- Mr. Appliance of West DenverAug 2016 to Jan 2018
- Sur La TableFeb 2015 to May 2017
- Group GenesisJun 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2153979
- Firm CRD
- 5393