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Cynthia M Jones

Charles Schwab & CO., Inc.

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About Cynthia M Jones

Cynthia Jones is a financial advisor with over 8 years of experience in the industry. Cynthia is currently registered with Charles Schwab & Co., Inc. in the state of New York. Prior to joining Charles Schwab & Co., Inc., Cynthia was a registered representative with TD AMERITRADE, INC. and CommunityAmerica Financial Solutions, LLC. Cynthia is also a licensed insurance agent. Cynthia specializes in providing financial planning services.

Firm Information

Cynthia 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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Cynthia Jones’s Registration & Firm History

NJ

01/26/2022 - Present

Charles Schwab & CO., Inc. (Bridgewater NJ)

NY

09/04/2018 - 05/11/2024

TD AMERITRADE, INC. (Garden City NY)

NY

04/30/2018 - 08/02/2018

COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (New York NY)

NY

09/06/2016 - 05/01/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

08/24/2015 - 04/12/2016

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

MN

03/20/2003 - 05/27/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/2003 - 05/27/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cynthia M Jones.
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