JM
JM
Jennifer Mangum
21 Years of Experience
Westlake, TX
1 DisclosureBroker
Jennifer Mangum is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2004Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2024 - Present · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2024 - Present · 2 yrs 6 mos
Charles Schwab & CO., INC.
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
March 2015 - September 2023 · 8 yrs 6 mos
TD Ameritrade, INC.
December 2011 - October 2022 · 10 yrs 10 mos
TD Ameritrade, INC.Broker
December 2011 - May 2024 · 12 yrs 5 mos
Amerivest Investment Management, LLC
August 2010 - May 2011 · 9 mos
TD Ameritrade, INC.
August 2010 - May 2011 · 9 mos
TD Ameritrade, INC.Broker
September 2008 - May 2011 · 2 yrs 8 mos
Intersecurities, INC.
July 2006 - March 2008 · 1 yr 8 mos
Intersecurities, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
Intersecurities, INC.
May 2005 - December 2005 · 7 mos
Intersecurities, INC.Broker
May 2005 - December 2005 · 7 mos
American Express Financial Advisors, INC.
May 2003 - March 2005 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
April 2003 - March 2005 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
April 2003 - March 2005 · 1 yr 11 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKORPASCTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.