Jayson Zhou
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Jun 2026 to now
- Fidelity InvestmentsJan 2025 to May 2026
- Landolt SecuritiesAug 2022 to Jan 2025
- Tkc Wealth ManagementAug 2022 to Jan 2025
- Red LobsterMay 2022 to Aug 2022
- Andy Jan CpaSep 2020 to Oct 2020
- Kura Revolving SushiDec 2018 to Nov 2019
- Mc Donald'sDec 2016 to Jan 2017
- Full Time StudentDec 2012 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7664715
- Firm CRD
- 5393