Lauren Jones, financial advisor Orlando FL
93 score

Lauren Jones

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Fishers (indianapolis), IN Aug 2010 - Current 6
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
Contact Info for Lauren E. Jones
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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