Jennifer Kachmar
Jennifer Kachmar is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Rocklin, CA, with 18 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, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
Rocklin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Charles Schwab & CO., INC.
Mercer Global Advisors INC.
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fisher Investments
Edward JonesBroker
Edward Jones
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations15 states
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