Natalya Jennings
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Natalya Jennings is an investment adviser representative with Schwab Wealth Advisory, Inc. in Chicago, IL, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Illinois and Texas.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
- Broker:
2 states and territories
Illinois, Texas
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.
- Morgan StanleyApr 2018 – Sep 2019Deerfield, IL
- GKIC Insider's CircleFeb 2017 – Jun 2017Chicago, IL
- Self-employedJul 2017 – Mar 2018Chicago, IL
- Self-employedSep 2015 – Jan 2017Chicago, IL
- Morgan Stanley Private Bank, N.A.Apr 2018 – Sep 2019Deerfield, IL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 – Aug 2021Rolling Meadows, IL
- UnemployedOct 2019 – Apr 2020Chicago, IL
- Bank of AmericaMay 2020 – Aug 2021Rolling Meadows, IL
- JPMorgan Chase Bank, N.A.Aug 2021 – Jun 2025Chicago, IL
- J.P. Morgan Securities LLCAug 2021 – Jun 2025Chicago, IL
- Schwab Wealth Advisory, Inc.May 2025 – no end date reportedChicago, IL
- Charles Schwab & Co., Inc.May 2025 – no end date reportedChicago, IL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
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 Chicago, IL
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. Natalya Jennings 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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