Best Investors Account Sign in

Deena Jaafari

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-20
  • TX RA
    APPROVED
    Since 2024-02-20

Branch Locations

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
Fidelity Investments Fort Worth TX 09/2022 09/2023
Nordstrom Hurst TX 11/2018 04/2019
Enterprise Holdings / Rent-A-Car Irving TX 04/2019 09/2022
White House Black Market Arlington TX 10/2016 03/2017
Unemployed Fort Woth TX 03/2017 11/2018
Unemployed Fort Worth TX 01/2016 09/2016
Goecm Grand Prairie TX 09/2023 01/2024
Charles Schwab & Co., Inc. Westlake TX 01/2024 Present
Charles Schwab Bank, Ssb Westlake TX 01/2026 Present
  • 09/2022 → 09/2023
    Fidelity Investments
    Fort Worth, TX
  • 11/2018 → 04/2019
    Nordstrom
    Hurst, TX
  • 04/2019 → 09/2022
    Enterprise Holdings / Rent-A-Car
    Irving, TX
  • 10/2016 → 03/2017
    White House Black Market
    Arlington, TX
  • 03/2017 → 11/2018
    Unemployed
    Fort Woth, TX
  • 01/2016 → 09/2016
    Unemployed
    Fort Worth, TX
  • 09/2023 → 01/2024
    Goecm
    Grand Prairie, TX
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2026 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2023-03-13
Other Names
  • Deena K Jaafari

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor