Darcy J. Jones, CFP®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-566-4902

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7 Securities License
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA, 2009-2020
  • Financial Advisor, Hamilton Capital Management, Inc., 2001-2009
  • Financial Advisor, Ameriprise Financial Services, Inc., 2000-2001

Education

  • Bachelor of Science in Business Administration and Finance, Ohio University

Personal interests and affiliations

  • St John Vianney Catholic Church and School
  • Financial Planning Association

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