Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Clayne Jones is an active investment advisor representative with Charles Schwab & Co., Inc. in Boise, ID. Terrence has been in the industry since 1999. Previously, Terrence Clayne Jones was registered with TD AMERITRADE, INC. Terrence Clayne Jones has passed the Series 63, Series 65, Series 7, Series 10, Series 9, Series 24, and Series 51 exams. Terrence Clayne Jones specializes in providing financial planning, portfolio management, and selection of other advisers.
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
ID
01/26/2022 - Present
Charles Schwab & CO., Inc. (Boise ID)
ID
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Boise ID)
ID
07/22/2016 - 02/26/2018
SCOTTRADE, INC. (BOISE ID)
OR
03/27/2012 - 06/29/2016
E*TRADE SECURITIES LLC (PORTLAND OR)
OR
01/12/2011 - 04/05/2012
WADDELL & REED, INC. (BEAVERTON OR)
WA
06/19/2001 - 09/10/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (POULSBO WA)
CA
10/05/2000 - 06/19/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
02/18/1999 - 09/20/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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