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Byron Parker Jones

Charles Schwab & Co., Inc.

Park City, UT

Chicago, IL

CRD 2961389

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-04-04
  • WA RA
    APPROVED
    Since 2019-04-04

Branch Locations

Park City, UT • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Brandes Investment Partners, L.P. San Diego CA 06/1999 03/2019
Alps Distributors, Inc. Denver CO 09/2015 03/2019
Charles Schwab & Co., Inc. Park City UT 03/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-11
S63 Uniform Securities Agent State Law Examination 1997-11-04
  • S65 Uniform Investment Adviser Law Examination
    1997-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-04
Other Names
  • Parker Jones

View on SEC IAPD

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