Jessica Dawn Wertz is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2022-06-05 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2022-06-05 | 2022-10-14 | — |
| CHARLES SCHWAB & CO., INC. | 2019-09-13 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-07-11 | 2019-08-23 | — |
| STRATEGIC ADVISERS LLC | 2012-01-31 | 2012-08-24 | — |