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William L Jones

Charles Schwab & CO., Inc.

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About William L Jones

William L. Jones is a financial advisor registered with Charles Schwab & CO., Inc. William L. Jones has been active in the industry since 2022 and is licensed to provide investment advice in 51 states and Washington, D.C. William L. Jones is also registered as an Investment Advisor Representative in California. William L. Jones has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). William L. Jones currently works at the Seal Beach, California office of Charles Schwab & CO., Inc. William L. Jones is able to provide financial planning and investment advice, including portfolio management for individuals, businesses, and investment companies.

Firm Information

William 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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William Jones’s Registration & Firm History

CA

10/17/2022 - Present

Charles Schwab & CO., Inc. (Seal Beach CA)

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Licenses & Designations

BOTH

Issued 09/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William L Jones.
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