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Darcy Jane Jones

Charles Schwab & CO., Inc.

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About Darcy Jane Jones

Darcy Jane Jones is a financial advisor registered with Charles Schwab & CO., Inc. Darcy Jones has been in the financial industry since June 3, 2001, and has experience with both individual and institutional clients. Darcy Jones is also registered as an investment advisor representative in Florida. Prior to joining Charles Schwab & CO., Inc., Darcy Jones worked for USAA FINANCIAL ADVISORS, INC. Darcy Jones holds a Series 7 and Series 63 license and is a Certified Financial Planner.

Firm Information

Darcy 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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Darcy Jones’s Registration & Firm History

TX

05/28/2020 - Present

Charles Schwab & CO., Inc. (Plano TX)

FL

09/09/2009 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

MN

09/25/2000 - 03/22/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/25/2000 - 03/22/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

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 Darcy Jane Jones.
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