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Anthony Todd Jones

Schwab Wealth Advisory, Inc.

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About Anthony Todd Jones

Anthony Jones is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. Anthony has been a financial advisor for more than 12 years and has a wide range of experience in the industry. Anthony has a Series 7, Series 63, and Series 65 license and is registered to provide investment advice in Indiana and Texas. Anthony is also a registered representative of Schwab Wealth Advisory, Inc. and can provide brokerage services. Anthony is committed to providing his clients with personalized financial advice and guidance. Anthony specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Anthony Jones is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Anthony Jones’s Registration & Firm History

IN

01/20/2022 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

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Licenses & Designations

IA

Issued 12/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anthony Todd Jones.
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