Jenny L. Carney
Professional summary
Jenny Lynn Carney, CFP®, who also goes by Jenny L Burkhead, Jenny Lynn Burkhead, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.
Jenny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jenny has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenny Lynn Carney's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2012 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482May 10, 2006 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482January 17, 2014 - February 11, 2014
CHARLES SCHWAB & CO., INC.
May 10, 2006 - December 31, 2011
CHARLES SCHWAB & CO., INC.
February 4, 2005 - May 19, 2006
TD AMERITRADE, INC.
February 4, 2005 - May 19, 2006
TD AMERITRADE, INC.
April 23, 2004 - November 23, 2004
CHARLES SCHWAB & CO., INC.
December 7, 1999 - November 23, 2004
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/26/2024)
(1/30/2024)
(5/10/2006)
(8/2/2016)
(4/29/2011)
(8/20/2015)
(12/6/2024)
(5/15/2006)
(1/3/2017)
(5/10/2006)
(5/10/2006)
(1/3/2012)
(2/7/2024)
(12/8/2023)
(12/19/2024)
(1/14/2025)
(7/12/2019)
(8/28/2007)
(8/3/2023)
(3/18/2019)
(2/12/2009)
(2/18/2009)
(5/22/2009)
(10/24/2008)
(1/30/2019)
(4/3/2017)
(11/4/2008)
(10/28/2011)
(8/5/2014)
(2/19/2009)
(1/3/2021)
(1/2/2015)
(10/3/2019)
(3/26/2009)
(1/4/2016)
(1/30/2024)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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