Audeidra Elise Jones

CRD 4265247 · Charles Schwab & Co., Inc. · Naples, FL

IA RegisteredBroker

Also appears in the source record as: Audeidra E Jones; Aj Jones; Audeidra E Roundtree ^; Audeidra Roundtree; Audeidra E Taylor ^; Audeidra Taylor

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): SIESeries 3Series 31Series 7Series 6Series 10Series 9Series 66Series 63
Registered states (2): Florida · Texas
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (17)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Naples, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Naples, FL · BC capacity

start not retrieved → present
Lpl Financial LLC
Naples, FL · IA capacity

Jul 22, 2024 → Jun 18, 2025
Lpl Financial LLC
Naples, FL · BC capacity

Jul 19, 2024 → Jun 18, 2025
Morgan Stanley
Plantation, FL · IA capacity

Dec 7, 2016 → Jun 26, 2024
Morgan Stanley
Plantation, FL · BC capacity

Oct 31, 2016 → Jun 26, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Naples, FL · IA capacity

May 26, 2015 → Sep 16, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Naples, FL · BC capacity

May 14, 2015 → Sep 16, 2016
Wells Fargo Advisors, LLC
Naples, FL · IA capacity

Feb 7, 2013 → May 1, 2015
Wells Fargo Advisors, LLC
Naples, FL · BC capacity

Feb 5, 2013 → May 1, 2015
Morgan Stanley & Co. Incorporated
Naples, FL · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Naples, FL · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
Naples, FL · IA capacity

Sep 25, 2006 → Apr 2, 2007
Morgan Stanley Dw Inc.
Naples, FL · BC capacity

Sep 22, 2006 → Apr 2, 2007
Suntrust Investment Services, Inc.
Naples, FL · IA capacity

Nov 7, 2005 → Sep 12, 2006
Suntrust Investment Services, Inc.
Naples, FL · BC capacity

May 27, 2005 → Sep 12, 2006
Chase Investment Services Corp.
Chicago, IL · BC capacity

Sep 26, 2000 → Nov 4, 2004

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4265247 ↗ FINRA BrokerCheck record for CRD 4265247 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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