Summer Rhiana 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.Dec 2023 to now
- Charles Schwab Bank, SsbJul 2022 to now
- InstacartJun 2017 to now
- TD Ameritrade Investment Management, LLCDec 2021 to Dec 2022
- TD Ameritrade, Inc.Aug 2020 to Dec 2022
- Csm Sports and EntertainmentJun 2019 to Aug 2019
- Umass Campus Recreation CenterAug 2017 to Nov 2018
- Santa Clara UniversityJun 2017 to Aug 2017
- University of Massachusetts Amherst AthleticsSep 2016 to May 2017
- University of Massachusetts AmherstAug 2016 to May 2020
- Ymca NorthamptonAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7283748
- Firm CRD
- 5393