Jesse Thurman

SCHWAB WEALTH ADVISORY

Boston, MA 02110

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CRD#: 6685210

Professional summary

Jesse Thurman, CFP®, who also goes by Jesse Michael Thurman, Jesse Thurman, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Boston, Massachusetts and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jesse has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Jesse Michael Thurman | Jesse Thurman

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.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Thurman'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

Start date: 2019

Experience

Current

April 1, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: One International Place Suite 2810, Boston, MA 02110

RIA

CRD#: 159035

Boston, MA

Current

April 1, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

August 20, 2024 - December 3, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Boston, MA

Past

August 20, 2024 - December 3, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Boston, MA

Past

May 11, 2018 - February 21, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

August 15, 2016 - February 21, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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

California
(8/20/2026)

Colorado
(12/9/2025)

Connecticut
(10/16/2025)

Delaware
(1/24/2026)

Florida
(10/17/2025)

Maine
(10/16/2025)

Massachusetts
(4/1/2025)

IAR

Massachusetts
(4/10/2025)

Michigan
(1/21/2026)

New Hampshire
(10/16/2025)

New Jersey
(10/16/2025)

New York
(10/16/2025)

Rhode Island
(10/17/2025)

South Dakota
(4/2/2026)

IAR

Texas
(4/1/2025)

Texas
(4/2/2025)

Vermont
(10/16/2025)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/4/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/23/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/15/2016

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)

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Contact information

Main Address

425 Market Street 17th Floor, San Francisco, CA 94105

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,457

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 (6/29/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Jesse Thurman

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Thurman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/4/2018

Series 63

Passed: 8/23/2016

SIE

Passed: 10/1/2018

Series 7

Passed: 8/15/2016

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

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