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Heidi Jones

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7845929

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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
AZ RA APPROVED 2026-03-17
  • AZ RA
    APPROVED
    Since 2026-03-17

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Full Time Education Ames IA 08/2016 05/2018
Extended Travel Phoenix AZ 02/2022 04/2023
Camelback Odyssey Travel Phoenix AZ 04/2023 12/2023
Charles Schwab & Co., Inc. Phoenix AZ 01/2024 Present
Fshn Department Ames IA 08/2016 05/2018
Cafe Milo Ames IA 11/2017 05/2018
Kerry Ingredients Melrose Park IL 05/2017 08/2017
Kerry Ingredients Portland ME 05/2018 05/2019
Kerrys Ingridients Clark NJ 05/2019 02/2020
Kerry Ingredients Fort Worth TX 02/2020 02/2022
Schwab Wealth Advisory, Inc. Phoenix AZ 08/2026 Present
  • 08/2016 → 05/2018
    Full Time Education
    Ames, IA
  • 02/2022 → 04/2023
    Extended Travel
    Phoenix, AZ
  • 04/2023 → 12/2023
    Camelback Odyssey Travel
    Phoenix, AZ
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2016 → 05/2018
    Fshn Department
    Ames, IA
  • 11/2017 → 05/2018
    Cafe Milo
    Ames, IA
  • 05/2017 → 08/2017
    Kerry Ingredients
    Melrose Park, IL
  • 05/2018 → 05/2019
    Kerry Ingredients
    Portland, ME
  • 05/2019 → 02/2020
    Kerrys Ingridients
    Clark, NJ
  • 02/2020 → 02/2022
    Kerry Ingredients
    Fort Worth, TX
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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