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Jonas Lowell Rodriguez-Jones

Charles Schwab & Co., Inc.

Towson, MD

Bethesda, MD

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-02-15
  • MD RA
    APPROVED
    Since 2018-02-15

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • United States

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Bethesda MD 02/2018 Present
Charles Schwab Bank Bethesda MD 02/2018 Present
Td Ameritrade, Inc. Bethesda MD 09/2022 06/2024
Fidelity Investments Blue Ash OH 01/2000 01/2018
  • 02/2018 → Present
    Charles Schwab & Co., Inc.
    Bethesda, MD
  • 02/2018 → Present
    Charles Schwab Bank
    Bethesda, MD
  • 09/2022 → 06/2024
    Td Ameritrade, Inc.
    Bethesda, MD
  • 01/2000 → 01/2018
    Fidelity Investments
    Blue Ash, OH
Previous Registrations
  • 2022-09-23 → 2022-10-14
    Td Ameritrade, Inc.
    Towson, MD
    Troy, MI
    Gaithersburg, MD
    Bethesda, MD
  • 2007-01-09 → 2018-02-01
    Strategic Advisers Llc
    Washington, DC
    Bethesda, MD
  • 2005-10-10 → 2006-08-21
    Strategic Advisers Llc
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-30
S63 Uniform Securities Agent State Law Examination 2000-08-31
  • S66 Uniform Combined State Law Examination
    2005-09-30
  • S63 Uniform Securities Agent State Law Examination
    2000-08-31
Designations

View on SEC IAPD

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