Antoinette Marie Jones

CRD 4188269 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Toni Marie Jones

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 10Series 9Series 4Series 24Series 66Series 63
Registered states (1): Texas
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4188269 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Td Ameritrade Clearing, Inc.
Westlake, TX · BC capacity

Jan 3, 2024 → Oct 21, 2024
Td Ameritrade, Inc.
Westlake, TX · BC capacity

Mar 14, 2017 → Dec 31, 2023
Td Ameritrade Investment Management, LLC
Southlake, TX · IA capacity

Jun 18, 2021 → Oct 20, 2022
Td Ameritrade, Inc.
Westlake, TX · IA capacity

Jun 18, 2021 → Oct 14, 2022
Tiaa-Cref Individual & Institutional Services, LLC
Lewisville, TX · BC capacity

Sep 18, 2007 → Jan 4, 2017
Fidelity Brokerage Services LLC
Smithfield, RI · BC capacity

Dec 1, 2000 → Mar 13, 2002

Source & corrections

Where this page comes from

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