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Jay Clayton Langley

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-22
  • TX RA
    APPROVED
    Since 2018-06-22

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 10/2009 06/2018
Charles Schwab & Co., Inc. Westlake TX 06/2018 Present
Previous Registrations
  • 2009-10-23 → 2018-06-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dallas, TX
    Dallas, TX
  • 2007-07-16 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Dallas, TX
    Dallas, TX
    Boston, MA
  • 2004-09-09 → 2005-02-02
    Metlife Investment Fund Services Llc
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-08
S63 Uniform Securities Agent State Law Examination 1998-01-27
  • S66 Uniform Combined State Law Examination
    2004-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-01-27

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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