Zachary Jones (CRD# 7127213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 5 years of experience in the finance industry.
CRD# 6816729
Fisher Investments
CRD# 4300223
Edward Jones
CRD# 5352754
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Westlake, TX | Jun 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Westlake, TX | Jun 2021 - Current | 3 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2020 - Jun 2021 | 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2020 - Jun 2021 | 1 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2020 - Jun 2021 | 1 |
| First Command Brokerage Services, Inc. | Westlake, TX | Jan 2020 - Jun 2021 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2020 - Jan 2020 | < 1 |
| Newbridge Securities Corporation | Boca Raton, FL | Oct 2019 - Nov 2019 | < 1 |
| The Prudential Insurance Company Of America | Irving, TX | Sep 2019 - Sep 2019 | < 1 |
| Pruco Securities LLC | Irving, TX | Feb 2019 - Sep 2019 | < 1 |
| Med Transco | Bedford, TX | Aug 2017 - Sep 2019 | 2 |
| Elite Investments | Colleyville, TX | Nov 2017 - Oct 2018 | < 1 |
| Unemployed | Colleyville, TX | Sep 2017 - Nov 2017 | < 1 |
| Judge Dale Tillery / 134th Civil District Court | Dallas, TX | May 2017 - Aug 2017 | < 1 |
| Full Time Student / Period Of Unemployment | Jackson, MS | Aug 2016 - Aug 2017 | 1 |
| Full Time Student / Period Of Unemployment | Houston, TX | Jul 2015 - Aug 2016 | 1 |
| Full Time Student / Period Of Unemployment | San Marcos, TX | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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