Trevor William Jones

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2025 → 05/2026
  Unemployed/Sabbatical
  Drake, CO
• 06/2026 → Present
  Osaic Wealth, Inc.
  Drake, CO
• 08/2019 → 07/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 02/2017 → 06/2019
  Georgia Pacific
  Waxahachie, TX
• 07/2015 → 02/2017
  Georgia Pacific
  Atlanta, GA
• 01/2021 → 07/2021
  Schwab Private Client Investment Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2020-01-07 → 2025-08-10
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Indianapolis, IN
  Cottonwood Heights, UT
  Westlake, TX
• 2021-02-01 → 2021-07-12
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Other Businesses

THE NEXT LEVEL PLANNING GROUP POSITION: Paraplanner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/08/2026 ADDRESS: 8755 W. Higgins Rd, Suite 200, Chicago IL 60631, United States DESCRIPTION: Support the Planners in my company with client analysis and client request. preparing client notes and print outs for recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-07

Designations

• Certified Financial Planner