Unclaimed
Taron Jones is a registered representative associated with Charles Schwab & CO., Inc. Taron has been in the securities industry for over 2 years. Taron currently holds licenses for Series 63 and 66. Taron has worked for Charles Schwab & CO., Inc. since January 2023. Taron has also worked in previous roles at AT&T Exernship, Full-Time Education, Del Porto Ristorante, and Full-Time Education. Taron has experience working with high net worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Taron has a specialization in financial planning.
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
TX
01/31/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
Not sure Taron Jones is the right advisor for you? Invested Better is here to help.