Jenna Elizabeth Karlovec
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jenna Elizabeth Karlovec is an investment adviser representative with Charles Schwab & Co., Inc. in Orange Village, OH, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
24 states and territories
Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aladdin's EateryFeb 2019 – Feb 2021Fairlawn, OH
- Mike's PlaceNov 2021 – Sep 2024kent, OH
- Towpath Tennis CenterSep 2017 – Feb 2019Akron, OH
- Yours trulyFeb 2021 – Nov 2021Medina, OH
- Charles SchwabJun 2024 – Aug 2024Richfield, OH
- Charles Schwab & Co, IncJan 2025 – no end date reportedOrange Village, OH
- Charles Schwab Bank, SSBJan 2026 – no end date reportedOrange Village, OH
- UnemployedJan 2016 – Sep 2017Copley, OH
- UnemployedOct 2024 – Jan 2025Copley, OH
- Aladdin's EateryFeb 2019 – Feb 2021Fairlawn, OH
- Mike's PlaceNov 2021 – Aug 2024kent, OH
- Towpath Tennis CenterSep 2017 – Feb 2019Akron, OH
- Yours trulyFeb 2021 – Nov 2021Medina, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Orange Village, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jenna Elizabeth Karlovec has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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