Cody Jonathan Turner

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

• 09/2021 → 10/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2021 → 10/2021
  Thrivent Advisor Network Dba 49 Financial
  Austin, TX
• 08/2017 → 05/2021
  Texas Tech University
  Lubbock, TX
• 05/2021 → 07/2021
  The Toasted Yolk
  League City, TX
• 06/2020 → 08/2020
  At&T
  Houston, TX
• 06/2019 → 08/2019
  At&T
  San Antonio, TX
• 05/2017 → 08/2017
  Poseidon Aquatics
  Houston, TX
• 06/2018 → 08/2018
  Poseidon Aquatics
  Houston, TX
• 04/2016 → 06/2017
  Student
  Houston, TX
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Houston, TX
• 09/2024 → Present
  Charles Schwab Bank, Ssb
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30
• S63 Uniform Securities Agent State Law Examination
  2021-08-11

Other Names

• Cody Turner