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JENNIFER MICHELLE TONTILLO
JENNIFER M TONTILLO
CRD#: 5474098
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 333 W. Wacker Drive
28th Floor
CHICAGO, IL 60606
Registration History
20082010201220142016201820202022202420262 FIRMS2015 - 2016 (1 year)2 FIRMS2016 - Present (9 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2010 - 2015 (4 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2008 - 2010 (2 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2011 - 2015 (3 years)
License(s)

State Registrations

B
Arizona 1/8/2019

B
Minnesota 5/19/2017

B
California 7/6/2023

B
Mississippi 2/23/2021

B
Colorado 10/19/2023

B
New Jersey 10/6/2020

B
District of Columbia 8/22/2019

B
New York 5/13/2021

B
Florida 6/5/2019

B
Ohio 12/5/2019

B
Georgia 9/10/2021

B
Tennessee 6/4/2018

B
Illinois 1/28/2016

B
Texas 5/21/2019

IA
Illinois 1/28/2016

B
Utah 11/29/2018

B
Indiana 5/19/2017

B
Virginia 7/25/2023

B
Kansas 8/23/2022

B
Washington 6/4/2018

B
Maryland 12/13/2024

B
West Virginia 10/2/2019

B
Michigan 8/24/2018

B
Wisconsin 12/3/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
333 W. Wacker Drive 28th Floor, CHICAGO, IL 60606
Vernon Hills, IL
Registered with this firm since 1/28/2016

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
333 W. Wacker Drive 28th Floor, CHICAGO, IL 60606
Vernon Hills, IL
Registered with this firm since 1/28/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/08/2015 - 01/26/2016 E*TRADE CAPITAL MANAGEMENT, LLC (CRD#:42159) CHICAGO, IL
B
01/08/2015 - 01/26/2016 E*TRADE SECURITIES LLC (CRD#:29106) CHICAGO, IL
IA
07/28/2011 - 01/14/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) GENEVA, IL
B
10/01/2010 - 01/14/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) GENEVA, IL
B
02/07/2008 - 08/19/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ELGIN, IL
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.