Taylor Jones, financial advisor Phoenix AZ
90 score

Taylor Jones

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ May 2011 - Current 5
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
Student - Bachelors Degree Orlando, FL Jul 2007 - Nov 2007 < 1
Mease Dunedin E.r. Dunedin, FL Dec 2006 - Jul 2007 < 1
Sport Chalet Phoenix, AZ Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Taylor J. Jones
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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
90
Clean Record
This advisor has a clean track record with regulators.

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