Jeremy Oneil Henderson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 12/2023
  Td Ameritrade, Inc.
  Westlake, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Lone Tree, CO

Previous Registrations

• 2016-02-02 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
• 2016-02-02 → 2018-11-19
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

Bail Bond Manager Pro|Investment Related:No|Accounting/Auditing Services|Sole Company Employee|2025-06-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am only tasked with ensuring the Server at GoDaddy is paid for, the program requires no interaction on my part

Exams

• S66 Uniform Combined State Law Examination
  2016-02-01
• S63 Uniform Securities Agent State Law Examination
  2013-07-16

Other Names

• Jeremy Henderson