William L Jones

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

• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Brea, CA
• 01/2021 → 04/2022
  Louisiana State University
  Baton Rouge, LA
• 10/2019 → 03/2020
  Mike's In Tigerland
  Baton Rouge, LA
• 05/2019 → 07/2019
  Lisa Simmons State Farm
  Hawthorne, CA
• 07/2012 → 05/2022
  Student
  Baton Rouge, LA
• 06/2023 → Present
  Charles Schwab Bank, Ssb
  Brea, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• William Jones
• William Jones
• William L Jones