Zachary Jones, financial advisor Westlake TX

Zachary Jones

CRD Number: 7127213
Current Firm: Charles Schwab & Company, Inc.

Zachary Jones (CRD# 7127213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 4 years of experience in the finance industry.

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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
Disclosure Information

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
Contact Info for Zachary D. Jones
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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

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