Niva WealthLet’s talk

Jessica Seidlitz

Chief Financial Officer and Chief Operating Officer at Charles Schwab Investment Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Jessica Seidlitz is Chief Financial Officer and Chief Operating Officer of Charles Schwab Investment Management, Inc, a San Francisco investment adviser.

Role at Charles Schwab Investment Management

Title on Schedule A
Chief Financial Officer and Chief Operating Officer
Control
Jessica Seidlitz is a control person of Charles Schwab Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jessica Seidlitz has held the filed role since September 2024.

The firm

Charles Schwab Investment Management, Inc
San Francisco, CA

Form ADV filed 30 March 2026

$1.72T AUM856,597 clients175 advisers14 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jessica Seidlitz is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jessica Seidlitz
CRD
4910590
Firm
Charles Schwab Investment Management, Inc
Record basis
Form ADV officer listing
Firm bio
schwabassetmanagement.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Schwab Asset Management says Jessica Seidlitz oversees fund administration and accounting, operations, custody, transfer-agent, tax, vendor-oversight, data-management, and business-intelligence functions. Schwab Asset Management biography

Education

Credentials and memberships

Common questions

Where does Jessica Seidlitz work?

Jessica Seidlitz has been Chief Financial Officer and Chief Operating Officer of Charles Schwab Investment Management, Inc since September 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Charles Schwab Investment Management

Sources

  1. IAPD individual lookup, CRD 4910590. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Charles Schwab Investment Management, Inc, filed 30 March 2026. Title, control and ownership bands.
  3. Charles Schwab Investment Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jessica Seidlitz or Charles Schwab Investment Management, Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.