Jigisha Ketan Bengali
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
Are you Jigisha Ketan Bengali? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Dec 2020 to now
- Charles Schwab Bank, SsbDec 2020 to Apr 2022
- Bank of America, N.A.Oct 2015 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5053743
- Firm CRD
- 159035