Brett Jones (CRD# 6857137) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Mission Viejo, CA | Jan 2019 - Current | 5 |
| Charles Schwab & Company, Inc. | Mission Viejo, CA | Sep 2017 - Current | 6 |
| Bj's Restaurant & Brewhouse | Laguana Hills, CA | May 2017 - Aug 2017 | < 1 |
| University Of Southern California | Los Angeles, CA | Aug 2015 - May 2017 | 1 |
| Capital Wealth Management | Newport, CA | Jun 2016 - Aug 2016 | < 1 |
| Bj's Restaurant & Brewhouse | Laguna Hills, CA | May 2016 - Aug 2016 | < 1 |
| Yard House | Los Angeles, CA | Dec 2015 - Apr 2016 | < 1 |
| Bj's Restaurant & Brewhouse | Laguna Hills, CA | Jul 2013 - Aug 2015 | 2 |
| Saddleback Community College | Mission Viejo, CA | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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