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Max Rappleye

Advisor at Charles Schwab

Updated today
Charles Schwab logo

Firm

Charles Schwab

Location

Jackson, MI 49201

Credentials

Series 66

Industry experience

6 years

Work history

Charles Schwab & Co., Inc.

2018 - Present (8 years)

Hillsdale County National Bank

2018 - 2018 (1 year)

JOD Real Estate Group

2017 - 2018 (1 year)

Re/Max by The Lake

2017 - 2017 (1 year)

Student

2001 - 2018 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Kevin P

Series 66

Jackson, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans

Jessica W

Series 63, Series 66

Jackson, MI

Fidelity

Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.

General retirement planning Retirement income strategy Income planning Wealth management Cash flow / budgeting

Jamie D

Series 66

Jackson, MI

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Military & Veterans

Denise M

CFP®, Series 66

Jackson, MI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Colleen N

CFP®, Series 66

Clark Lake, MI

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations General retirement planning Founder/Business Owner

Benjamin H

Series 66

Brooklyn, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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