Best Investors Account Sign in

Dylan Jones

Schwab Wealth Advisory, Inc.

San Francisco, CA

Westlake, TX

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-23

Branch Locations

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

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
Td Ameritrade St. Louis MO 09/2019 11/2020
Spire Energy St. Louis MO 05/2019 08/2019
Commit 2 Clean St Louis MO 10/2018 02/2019
Lockwood Construction And Development St. Louis MO 06/2018 04/2019
Bravo St. Louis MO 12/2017 06/2018
Student St. Louis MO 10/2015 12/2017
Robinhood Financial, Llc Westlake TX 12/2020 12/2022
Robinhood Markets, Inc Westlake TX 06/2022 12/2022
Charles Schwab & Co., Inc. Westlake TX 12/2022 Present
Td Ameritrade, Inc. Westlake TX 01/2023 06/2024
University Of Missouri St. Louis MO 08/2018 05/2020
Schwab Wealth Advisory, Inc. Westlake TX 10/2025 Present
  • 09/2019 → 11/2020
    Td Ameritrade
    St. Louis, MO
  • 05/2019 → 08/2019
    Spire Energy
    St. Louis, MO
  • 10/2018 → 02/2019
    Commit 2 Clean
    St Louis, MO
  • 06/2018 → 04/2019
    Lockwood Construction And Development
    St. Louis, MO
  • 12/2017 → 06/2018
    Bravo
    St. Louis, MO
  • 10/2015 → 12/2017
    Student
    St. Louis, MO
  • 12/2020 → 12/2022
    Robinhood Financial, Llc
    Westlake, TX
  • 06/2022 → 12/2022
    Robinhood Markets, Inc
    Westlake, TX
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2023 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 08/2018 → 05/2020
    University Of Missouri
    St. Louis, MO
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-08
S63 Uniform Securities Agent State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2025-04-08
  • S63 Uniform Securities Agent State Law Examination
    2020-08-07
Other Names
  • Dylan Rylee Jones

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor