Jessica Silverman

SCHWAB WEALTH ADVISORY

Littleton, CO

Some features on this profile are disabled

CRD#: 5786811

Professional summary

Jessica Silverman, CFP®, who also goes by Jessica Catherine Murch, Jessica Murch, Jessica Murch Silverman, Jessica Silverman, Jess Silverman, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Littleton, Colorado and CHARLES SCHWAB & CO., INC. located in Lone Tree, Colorado.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jessica has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Catherine Murch | Jessica Murch | Jessica Murch Silverman | Jessica Silverman | Jess Silverman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Silverman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 27, 2021 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Littleton, CO

Current

June 28, 2021 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124

RIA

CRD#: 5393

Lone Tree, CO

Past

November 30, 2020 - June 1, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Charlotte, NC

Past

November 30, 2020 - June 1, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

July 13, 2018 - July 17, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 5, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHARLOTTE, NC

Past

May 19, 2015 - July 17, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/13/2021)

Arizona
(8/4/2021)

California
(6/28/2021)

Colorado
(7/27/2021)

IAR

Colorado
(7/27/2021)

District of Columbia
(9/30/2025)

Florida
(6/29/2021)

Idaho
(6/28/2024)

Illinois
(9/21/2021)

Kansas
(6/28/2021)

Louisiana
(9/30/2025)

Maryland
(6/28/2021)

Michigan
(6/30/2021)

Minnesota
(9/10/2024)

Mississippi
(7/9/2021)

Montana
(7/3/2024)

Nevada
(1/11/2024)

New Jersey
(8/6/2021)

New Mexico
(9/11/2024)

New York
(8/17/2021)

North Carolina
(9/30/2025)

Ohio
(1/31/2025)

Oklahoma
(7/12/2021)

Pennsylvania
(12/17/2024)

Rhode Island
(6/21/2023)

South Carolina
(7/27/2021)

Texas
(7/1/2021)

IAR

Texas
(1/4/2022)

Utah
(7/27/2021)

Virginia
(8/11/2021)

Washington
(7/22/2021)

Wisconsin
(8/20/2025)

Wyoming
(7/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/5/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2015

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9800 Schwab Way, Lone Tree, CO 80124

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jessica Silverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Silverman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Series 66

Date: 6/5/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2015

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Similar Advisors