Jeremy JonesCRD Number: 3007657
Current Firm: Schwab Private Client Investment Advisory, Inc.
Jeremy Jones (CRD# 3007657) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||6|
|Charles Schwab & Company, Inc.||Orlando, FL||Jan 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses