Zachary Dean Jones
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jun 2021 to now
- Charles Schwab Bank, SsbJun 2021 to now
- First Command Advisory Services, Inc.Jan 2020 to Jun 2021
- First Command Brokerage Services, Inc.Jan 2020 to Jun 2021
- First Command Financial Planning, Inc.Jan 2020 to Jun 2021
- First Command Insurance Services, Inc.Jan 2020 to Jun 2021
- Newbridge Securities CorporationOct 2019 to Nov 2019
- The Prudential Insurance Company of AmericaSep 2019 to Sep 2019
- Pruco Securities LLCFeb 2019 to Sep 2019
- Elite InvestmentsNov 2017 to Oct 2018
- UnemployedSep 2017 to Nov 2017
- Med TranscoAug 2017 to Sep 2019
- Judge Dale Tillery / 134th Civil District CourtMay 2017 to Aug 2017
- Full Time Student / Period of UnemploymentAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7127213
- Firm CRD
- 5393