Cynthia Jones, financial advisor Garden City NY

Cynthia Jones

CRD Number: 4627991
Current Firm: Charles Schwab & Company, Inc.

Cynthia Jones (CRD# 4627991) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Garden City, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab And Company, Inc. Garden City, NY Dec 2022 - Current 1
Charles Schwab & Company, Inc. Garden City, NY Jan 2022 - Current 2
Td Ameritrade Investment Management, LLC Garden City, NY Sep 2018 - Dec 2022 4
Td Ameritrade Garden City, NY Aug 2018 - Dec 2022 4
Communityamerica Financial Solutions LLC Lenexa, KS Apr 2018 - Aug 2018 < 1
Industrial Coverage New York, NY Feb 2017 - Aug 2018 1
Crump New York, NY Feb 2017 - Aug 2018 1
United Nations Federal Credit Union New York, NY Aug 2016 - Aug 2018 2
Raymond James Financial Services Advisors Inc. New York, NY Nov 2017 - Apr 2018 < 1
Raymond James Financial Services, Inc. New York, NY Sep 2016 - Apr 2018 1
Ruby Ford Uniondale, NY Mar 2016 - Aug 2016 < 1
David Lerner Associates, Inc. Syosset, NY Jun 2015 - Mar 2016 < 1
Ruby Ford Uniondale, NY Oct 2010 - Jun 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Cynthia M. Jones
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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