Profile
Prior to joining CornerCap Investment in September 2009, Ms. Schmidt served as a relationship specialist with Charles Schwab, assisting investment advisory firms in the Atlanta region.
Before Schwab, she worked in wealth management for a firm based out of Chicago with a 100-plus year history.
Ms. Schmidt graduated from The University of Florida with a BA in Business Administration.
She holds several FINRA licenses including Series 66, 7 and 9/10.
Former positions of Jennifer Record Schmidt
| Companies | Position | End |
|---|---|---|
| CHARLES SCHWAB | Corporate Officer/Principal | 2010-03-31 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2008-12-30 |
| DILLARD'S, INC. | Corporate Officer/Principal | 2006-08-31 |
CornerCap Investment Counsel, Inc.
 CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF. | Corporate Officer/Principal | 2010-09-12 |
Training of Jennifer Record Schmidt
| University of Florida | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| DILLARD'S, INC. | Retail Trade |
| CHARLES SCHWAB | Finance |
| Private companies | 2 |
|---|---|
CornerCap Investment Counsel, Inc.
CornerCap Investment Counsel, Inc. Investment ManagersFinance CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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