Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Phelps is a financial professional with over 20 years of experience in the industry. Jon is currently a registered representative with Charles Schwab & Co., Inc. in San Francisco, CA. Previously, Jon worked at CYBERTRADER, INC. in Austin, TX. Jon holds the Series 27, SIE, and Series 99TO licenses. Jon's specializations include financial planning, portfolio management, and investment advisory services.
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
1
2
CA
01/17/2008 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
TX
12/12/2002 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
BC
Issued 12/11/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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