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Zachary Dean Jones

Charles Schwab & CO., Inc.

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About Zachary Dean Jones

Zachary Dean Jones is a financial advisor with over 3 years of experience in the industry. Zachary is currently registered with Charles Schwab & CO., Inc. and holds a Series 66 and Series 7 license. Previously, Zachary was registered with First Command Brokerage Services, Inc., Newbridge Securities Corporation, and Pruco Securities, LLC. Zachary has a diverse background in financial services and is committed to providing personalized financial advice to individuals and families.

Firm Information

Zachary 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.

3000 Schwab Way

Westlake, TX 76262

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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Zachary Jones’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Zachary Dean Jones. Review regulatory record here.
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