Lauren JonesCRD Number: 5339766
Current Firm: Charles Schwab & Company, Inc.
Lauren Jones (CRD# 5339766) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Fishers (indianapolis), IN||Aug 2010 - Current||7|
|Indiana University||Bloomington, IN||Aug 2006 - Aug 2010||4|
|Mssb||Chicago, IL||May 2009 - Aug 2009||< 1|
|Unemployed||Bloomington, IN||Aug 2008 - May 2009||< 1|
|Citigroup Global Markets Inc.||Chicago, IL||May 2008 - Aug 2008||< 1|
|Smith Barney||Chicago, IL||May 2008 - Aug 2008||< 1|
|Unemployed||Chicago, IL||Nov 2007 - May 2008||< 1|
|Center For Survey||Bloomingon, IN||Oct 2007 - Nov 2007||< 1|
|Unemployed||Bloomington, IN||Aug 2007 - Oct 2007||< 1|
|Smith Barney||Chicago, IL||May 2007 - Aug 2007||< 1|
|Unemployed||Chicago, IL||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
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