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Jarrad Worth Williams

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6768754

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
CO RA APPROVED 2020-12-11
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2020-12-11

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Lone Tree CO 03/2017 Present
Dhi Energy Services Lasallae CO 07/2016 10/2016
Unemployed Aurora CO 10/2016 03/2017
Charles Schwab Bank, Ssb Lone Tree CO 03/2021 Present
  • 03/2017 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2016 → 10/2016
    Dhi Energy Services
    Lasallae, CO
  • 10/2016 → 03/2017
    Unemployed
    Aurora, CO
  • 03/2021 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-11
S63 Uniform Securities Agent State Law Examination 2017-07-31
  • S66 Uniform Combined State Law Examination
    2020-12-11
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31

View on SEC IAPD

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