DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jessica Elizabeth Kienle
Feed of 09/14/2026
Also filed as Jessica E Kienle
At current firm
5 y
since Oct 14, 2020
In the industry
20 y
since Jan 25, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Oct 14, 2020 · Boca Raton, Fl
- Td Ameritrade, Inc. formerJul 27, 2021 to Oct 14, 2022 · Radnor, Pa
- Advice And Planning Services BD affiliatedSep 20, 2018 to Jan 16, 2019 · Radnor, Pa
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Sep 10, 2018 · Boston, Ma
- Strategic Advisers LLC national BDFeb 13, 2015 to Jul 13, 2018 · King Of Prussia, Pa
- Sei Investments Management Corp mixed wealthFeb 15, 2011 to Jun 16, 2014 · Oaks, Pa
- Directed Services LLC formerOct 27, 2009 to May 6, 2010 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade, Inc. to no registered destinationleft Oct 14, 2022 · Departure, no registered destination
- Advice And Planning Services to Charles Schwab & Co., Inc.left Jan 16, 2019, registered Oct 14, 2020 (637 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Advice And Planning Servicesleft Sep 10, 2018, registered Sep 20, 2018 (10 days) · Affiliated broker-dealer or bank to another · moved with a team
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Sei Investments Management Corp to Strategic Advisers LLCleft Jun 16, 2014, registered Feb 13, 2015 (242 days) · Other
- Directed Services LLC to Sei Investments Management Corpleft May 6, 2010, registered Feb 15, 2011 (285 days) · Other
Signals
- Jessica Elizabeth Kienle no longer registered at Td Ameritrade, Inc.; no later IA registration on IAPDOct 14, 2022 · Advisor departure · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address