Jenna Marie Dillenburg
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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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
11 years in the industry.
- Charles Schwab & Co., Inc.Dec 2022 to now
- Heritage Wealth Management, Inc.Jun 2019 to Nov 2022
- Unemployed - Looking for JobMay 2019 to Jun 2019
- Downey & AssociatesNov 2018 to May 2019
- Perkins Restaurant and BakeryAug 2018 to Nov 2018
- Wyoming Retirement SystemJun 2018 to Jun 2019
- Perkins Restaurant and BakerySep 2016 to Jun 2018
- University of WyomingAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7040508
- Firm CRD
- 5393