Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Jones is a financial advisor who is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Zachary has been working in the financial services industry since 2019. Zachary is currently registered with Charles Schwab & Co., Inc. and has previous experience with First Command Brokerage Services, Inc., Newbridge Securities Corporation, and Pruco Securities, LLC. Zachary is also registered as an investment advisor representative in Texas. Zachary has passed the Series 66, Series 7TO, and SIE exams. Zachary is licensed to conduct business in all 50 states. Zachary's firm, Charles Schwab & Co., Inc., offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Zachary's main office is located in Westlake, Texas.
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
06/25/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/16/2020 - 06/08/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
FL
09/23/2019 - 11/19/2019
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
TX
08/07/2019 - 09/18/2019
PRUCO SECURITIES, LLC. (IRVING TX)
BOTH
Issued 8/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 3/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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