Terrence Clayne 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

• 07/2016 → 09/2018
  Scottrade
  Boise, ID
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Boise, ID
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Boise, ID
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Boise, ID

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Boise, ID
  Boise, ID
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Boise, ID
  Omaha, NE
• 2017-01-30 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2012-04-04 → 2016-06-29
  Harrisdirect Llc
  Portland, OR
  Arlington, VA
• 2011-01-12 → 2012-04-05
  Waddell & Reed
  Lake Oswego, OR
• 2009-01-02 → 2010-09-10
  Raymond James Financial Services Advisors, Inc
  Everett, WA
• 2007-01-23 → 2009-01-02
  Raymond James Financial Services, Inc.
  Poulsbo, WA
  Everett, WA
  Everett, WA

Other Businesses

1) The Boise Chordsmen | Investment Related:No|Performing/Fine Arts|Board Secretary|1/1/2025|Less than 20|0|Attending monthly board meetings, recording meeting minutes, voting on direction and committee actions. other duties associated with aiding the performance group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-02-18

Other Names

• Terry Jones
• Terrence Clayne Jones
• Terrence Clayne Jones
• Terry Jones
• Terrence Clayne Jones
• Terrence Clayne Jones