Tammy R Jones

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-04-22
CA	RA	APPROVED	2019-04-18

TX RA
APPROVED

Since 2019-04-22
CA RA
APPROVED

Since 2019-04-18

Branch Locations

1000 Munras Avenue Suite 100, Monterey, CA 93940 • 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

Organization	City	State	From	To
Charles Schwab Bank	Carmel	CA	10/2009	04/2019
Charles Schwab & Co., Inc.	Carmel	CA	10/2009	04/2019
Edward Jones	St.LOuis	MO	04/2019	Present

10/2009 → 04/2019

Charles Schwab Bank

Carmel, CA
10/2009 → 04/2019

Charles Schwab & Co., Inc.

Carmel, CA
04/2019 → Present

Edward Jones

St.LOuis, MO

Previous Registrations

2009-10-21 → 2019-03-25

Charles Schwab & Co., Inc.

Carmel, CA
2009-08-05 → 2009-10-12

Lpl Financial Llc

Salinas, CA
2006-12-15 → 2008-06-03

Osaic Services, Inc.

La Crosse, WI

Salinas, CA
2005-01-05 → 2006-12-18

U.S. Bancorp Advisors, Llc

Gilroy, CA

Prunedale, CA

Salinas, CA

Salinas, CA

Salinas, CA

Salinas, CA

Hollister, CA
1997-07-08 → 2004-12-31

Citigroup Global Markets Inc.

Salinas, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-12-23
S63	Uniform Securities Agent State Law Examination	1993-09-09

S65 Uniform Investment Adviser Law Examination

1996-12-23
S63 Uniform Securities Agent State Law Examination

1993-09-09

Other Names

Tamara Vantreeck
Tammy Jones
Tammy Renee Vantreeck
Tammy Renee Van Treeck
Tammy Renee Jones

View on SEC IAPD

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MODERN WEALTH MANAGEMENT, LLC

DEL MONTE CAPITAL, INC.

STRATEGIC ADVISERS LLC

THREE SHEEP WEALTH MANAGEMENT, LLC

Other Investors

CHRISTINA LEIGH JENKINS

MARIAN MARTIN DEERING

SCOTT F FOSMARK

LAURENCE CHRISTIAN SORENSEN WALKER

Vlada Trostyanskaya

Ashley Nicole Denemark

JASON MICHAEL GORDO

MICHAEL ANTHONY KIRCH

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA

FIRST COMMAND ADVISORY SERVICES · Monterey, CA

MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA

DEL MONTE CAPITAL, INC. · MONTEREY, CA

MORGAN STANLEY · Monterey, CA

STRATEGIC ADVISERS LLC · MONTEREY, CA

THREE SHEEP WEALTH MANAGEMENT, LLC · MONTEREY, CA

More in Monterey, CA

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