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Jamaryl Antoine McDowell

Charles Schwab & CO., Inc.

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About Jamaryl Antoine McDowell

Jamaryl McDowell is a financial advisor, currently registered with Charles Schwab & Co., Inc. Jamaryl has been in the financial services industry since September 18, 2014. Previously, Jamaryl was a registered representative with TD Ameritrade, Inc. in Westlake, TX. Prior to that, Jamaryl worked for Key Investment Services LLC in North Wales, PA and SEI Investments Distribution Co. in Oaks, PA. Jamaryl has a strong background in securities and investment company products. Jamaryl is dedicated to providing clients with comprehensive financial planning and advisory services.

Firm Information

Jamaryl McDowell 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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Jamaryl McDowell’s Registration & Firm History

TX

09/20/2024 - Present

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

TX

09/21/2020 - 05/19/2024

TD AMERITRADE, INC. (Westlake TX)

PA

07/08/2019 - 02/12/2020

KEY INVESTMENT SERVICES LLC (NORTH WALES PA)

PA

01/24/2017 - 06/17/2019

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

04/11/2013 - 04/13/2016

PRUCO SECURITIES, LLC. (CHALFONT PA)

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Licenses & Designations

BC

Issued 03/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/10/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jamaryl Antoine McDowell.
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