Jackson Fields
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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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
11 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Bj's BrewhouseJun 2022 to Nov 2023
- Uber EatsMay 2022 to Jun 2022
- Cornerstone Financial GroupJul 2021 to Aug 2021
- Full Time EducationJun 2021 to Dec 2023
- Full Time EducationJan 2021 to May 2021
- Full Time EducationJun 2020 to Dec 2020
- Market StreetFeb 2020 to Dec 2021
- Full Time EducationAug 2019 to May 2020
- Pga Tour SuperstoreJun 2019 to Aug 2019
- Blue Goose CantinaJul 2017 to Nov 2017
- Full Time EducationJul 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7397723
- Firm CRD
- 5393