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David Jennings Email & Phone Number

Financial Services Representative at Charles Schwab
Location: Omaha Metropolitan Area, United States 7 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Charles Schwab
Role
Financial Services Representative
Location
Omaha Metropolitan Area, United States

Who is David Jennings? Overview

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Quick answer

David Jennings is listed as Financial Services Representative at Charles Schwab, based in Omaha Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Jennings.

David Jennings previously worked as Registered Investment Advisor at Gradient Securities Llc and Fund Accountant at Northstar Financial Services Group, Llc. David Jennings holds Bachelor Of Arts (B.A.), Accounting from Nebraska Wesleyan University.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About David Jennings

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC and its advisers do not render tax, legal, or accounting advice. Insurance products and services are offered through American Senior Benefits. American Senior Benefits is not affiliated with Gradient Securities, LLC.

Listed skills include Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, and 1 others.

Current workplace

David Jennings's current company

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Charles Schwab
Charles Schwab
Financial Services Representative
San Francisco
Website
schwab.com
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7 roles

David Jennings work experience

A career timeline built from the work history available for this profile.

Financial Services Representative

Current
Charles Schwab

Westlake, Texas, Us

Feb 2024 - Present

Senior Specialist, Stock Plan Services

Td Ameritrade

Omaha, Ne, Us

Apr 2021 - Sep 2022

Stock Plan Services

Td Ameritrade

Omaha, Ne, Us

Apr 2019 - Apr 2021

New Account Specialist

Td Ameritrade

Omaha, Ne, Us

Nov 2016 - Apr 2021

New Account Specialist

Td Ameritrade

Omaha, Ne, Us

Aug 2018 - Mar 2019
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts →

LG Lata Gadoo Lata Gadoo Colleague at Charles SchwabRound Rock, Texas, United States View → MH Mike Hadley Mike Hadley Colleague at Charles SchwabDenver Metropolitan Area, United States View → MS Matthew Stover Matthew Stover Colleague at Charles SchwabKeller, Texas, United States View → PI Paul Iorio Paul Iorio Colleague at Charles SchwabGlendale, Arizona, United States View → PM Patrick Mitchell Patrick Mitchell Colleague at Charles SchwabCasselberry, Florida, United States View → HB Hope Boettger Hope Boettger Colleague at Charles SchwabHarker Heights, Texas, United States View → GF Greg Frelka Greg Frelka Colleague at Charles SchwabOak Creek, Wisconsin, United States View → BR Brenna Race, Crpc Brenna Race, Crpc Colleague at Charles SchwabSt Louis, Missouri, United States View → AU Andrew Ulm Andrew Ulm Colleague at Charles SchwabUnited States View → SB Srinivas Bommanaboina Srinivas Bommanaboina Colleague at Charles SchwabRound Rock, Texas, United States View →
1 education record

David Jennings education

  • Nebraska Wesleyan University
    Nebraska Wesleyan University
    Accounting
FAQ

Frequently asked questions about David Jennings

Quick answers generated from the profile data available on this page.

What company does David Jennings work for?

David Jennings works for Charles Schwab.

What is David Jennings's role at Charles Schwab?

David Jennings is listed as Financial Services Representative at Charles Schwab.

Where is David Jennings based?

David Jennings is based in Omaha Metropolitan Area, United States while working with Charles Schwab.

What companies has David Jennings worked for?

David Jennings has worked for Charles Schwab, Gradient Securities Llc, Northstar Financial Services Group, Llc, and Td Ameritrade.

Who are David Jennings's colleagues at Charles Schwab?

David Jennings's colleagues at Charles Schwab include Lata Gadoo, Mike Hadley, Matthew Stover, Paul Iorio, and Patrick Mitchell.

How can I contact David Jennings?

You can use AeroLeads to view verified contact signals for David Jennings at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did David Jennings attend?

David Jennings holds Bachelor Of Arts (B.A.), Accounting from Nebraska Wesleyan University.

What skills is David Jennings known for?

David Jennings is listed with skills including Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, and Finance.

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