Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jones is a financial advisor at Charles Schwab & Co., Inc. Jeremy has been in the financial industry since 2009. Jeremy holds the Series 6 and SIE licenses, as well as the Series 63 license. Jeremy is registered with the state of Texas and is currently active in the brokerage industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/11/2016 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
05/28/2015 - 11/04/2015
CUSO FINANCIAL SERVICES, L.P. (ROUND ROCK TX)
TX
10/01/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (KYLE TX)
TX
05/14/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KYLE TX)
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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