Taylor JonesCRD Number: 5919523
Current Firm: Charles Schwab & Company, Inc.
Taylor Jones (CRD# 5919523) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 2011 - Current||6|
|Scottsdale Featured Homes||Scottsdale, AZ||Jul 2012 - May 2013||< 1|
|Student - Masters Degree||Gainesville, FL||Jan 2011 - May 2011||< 1|
|Nationwide Insurance||Gainesville, FL||Mar 2010 - Jan 2011||< 1|
|Student - Bachelors Degree||Gainesville, FL||Jul 2008 - Mar 2010||1|
|Dialamerica Marketing||Orlando, FL||Nov 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 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, 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