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Johhny Devere Jones

Charles Schwab & CO., Inc.

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About Johhny Devere Jones

Johhny Devere Jones is a financial advisor registered with Charles Schwab & CO., Inc. Johhny has been in the industry since 2006 and has been actively registered in Illinois since 2020. Previously, Johhny has worked for various firms such as FORESIDE FUND SERVICES, LLC, SCHRODER FUND ADVISORS LLC, LEGG MASON INVESTOR SERVICES, LLC, LIQUID CAPITAL SECURITIES, LLC, and UBS FINANCIAL SERVICES INC. Johhny has obtained Series 7, Series 63, and Series 65 licenses.

Firm Information

Johhny 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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Johhny Jones’s Registration & Firm History

IL

11/17/2020 - Present

Charles Schwab & CO., Inc. (Chicago IL)

NY

02/10/2017 - 07/25/2018

FORESIDE FUND SERVICES, LLC (New York NY)

NY

06/15/2015 - 12/09/2016

SCHRODER FUND ADVISORS LLC (NEW YORK NY)

CT

07/21/2011 - 06/02/2015

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

IL

09/04/2009 - 02/17/2011

LIQUID CAPITAL SECURITIES, LLC (EVANSTON IL)

NY

07/18/2006 - 05/14/2009

UBS SECURITIES LLC (NEW YORK NY)

NJ

08/08/2005 - 06/30/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 11/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2005

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 Johhny Devere Jones.
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