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Chad Andrew Jones

Charles Schwab & CO., Inc.

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About Chad Andrew Jones

Chad Andrew Jones is a financial professional with over 25 years of experience in the industry. Chad has a strong background in securities and investments, having passed numerous industry exams, including the Series 7, 9, 10, 24, 52, and 63. Chad currently works at Charles Schwab & Co., Inc. Chad has previously worked at Olde Discount Corporation. Chad is registered with the states of Colorado and California. Chad's current location is in Lone Tree, Colorado, and he is actively registered with FINRA.

Firm Information

Chad Jones is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Chad Jones’s Registration & Firm History

CO

02/17/1999 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

MI

07/31/1997 - 01/26/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 03/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2011

Series 24 - General Securities Principal Examination

BC

Issued 11/14/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/14/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Chad Andrew Jones. Review regulatory record here.
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