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Jayne Christian

Investment adviser representative at Schwab Wealth Advisory, Inc.
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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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

9 years in the industry.

  1. Schwab Wealth Advisory, Inc.Dec 2025 to now
  2. Charles Schwab & Co., Inc.Sep 2025 to now
  3. Robinhood Markets, IncFeb 2025 to Sep 2025
  4. TradepmrSep 2023 to Feb 2025
  5. Capital Wealth AdvisorsJan 2023 to Aug 2023
  6. Skyview PartnersJun 2018 to Nov 2022
  7. Kestra Financial, IncOct 2016 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
5850537
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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