Jesica Taylor
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Jesica Taylor? 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2023 to now
- Kentucky Arts Council - Commonwealth of KentuckyFeb 2020 to May 2023
- Seattle UniversityOct 2017 to May 2019
- Urban OutfittersSep 2017 to Jan 2020
- Full Time EducationSep 2017 to Jun 2019
- Pepperhill Farm & Day CampMay 2017 to Aug 2017
- Full Time EducationAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7772597
- Firm CRD
- 5393