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Jeremy J Jones

Schwab Wealth Advisory, Inc.

Orlando, FL

CRD 3007657

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-14
FL RA APPROVED 2012-03-14
  • TX RA
    APPROVED_RES
    Since 2020-12-14
  • FL RA
    APPROVED
    Since 2012-03-14

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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. Orlando FL 01/1998 Present
Schwab Wealth Advisory Inc Orlando FL 01/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-24
S63 Uniform Securities Agent State Law Examination 1998-02-16
  • S66 Uniform Combined State Law Examination
    2007-09-24
  • S63 Uniform Securities Agent State Law Examination
    1998-02-16
Other Names
  • Jeremy Jay Jones

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

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