Jacqueline A. De La Chapelle
Professional summary
Jacqueline Anne De La Chapelle, who also goes by Jacqueline De La Chapelle, Jacqueline Hansmann, Jacqueline De La Chapelle, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in San Francisco, California and CHARLES SCHWAB & CO., INC. located in San Francisco, California.
Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jacqueline has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Anne De La Chapelle's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2021 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 211 Main Street, San Francisco, CA 94105-1901October 4, 2021 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 211 Main Street, San Francisco, CA 94105February 14, 2017 - June 30, 2021
MORGAN STANLEY
February 2, 2017 - June 30, 2021
MORGAN STANLEY
September 22, 2004 - January 26, 2017
SAVANT CAPITAL, LLC
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
(10/4/2021)
(10/4/2021)
(1/14/2022)
(2/15/2025)
(2/20/2024)
(4/5/2022)
(9/26/2023)
(5/2/2023)
(9/28/2023)
(6/6/2025)
(2/7/2024)
(4/17/2023)
(8/5/2025)
(4/12/2024)
(8/14/2025)
(8/4/2022)
(8/8/2022)
(9/27/2024)
(3/30/2022)
(3/8/2024)
(4/8/2022)
(3/18/2022)
(5/3/2025)
(2/17/2023)
(1/23/2023)
(12/15/2021)
(2/7/2024)
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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