Yen-huei JonesCRD Number: 6093928
Current Firm: Charles Schwab & Company, Inc.
Yen-huei Jones (CRD# 6093928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Clayton, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Charles Schwab & Company, Inc.||Clayton, MO||Jul 2012 - Current||5|
|Charles Schwab Bank||Clayton, MO||Jul 2012 - Current||5|
|Starbucks Coffee Co||St. Louis, MO||Jul 2006 - Jun 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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