Tammy Jones | VP - Financial Consultant
Tammy Jones
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you'll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience logo


24 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2011-present
  • Associate Financial Consultant, Charles Schwab & Co., 2009-2011
  • Client Service Specialist, Doolittle & Ganos, 2008-2009
  • Owner/Financial Advisor, TRJ Wealth Management/AIG Financial Advisors, 2007-2008
  • Financial Consultant, Union Bank Investment Services, 2004-2006
  • Financial Consultant, Smith Barney, 1996-2004
Education logo


  • Hartnell College - Associate Degree, 2000
  • Columbia College - Business
  • Leadership Salinas Valley, 2001
Community and Affiliations logo

Community & Professional Affiliations

  • President, Salinas Valley Business Women's Network 2001
  • President, Salinas Jaycees 2003
  • Second Chance Youth Services 2002
  • Athena Award, Business Woman of the Year, 2001

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Options carry a high level of risk and are not suitable for all investors.  Certain requirements must be met to trade options through Schwab.  Please read the options disclosure document titled "Characteristics and Risks of standardized Options."

With long options, investors may lose 100% of funds invested.  Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account.  Covered calls provide downside protection only to the extent of the premium received and limited upside potential to the strike price plus premium received.  Writing uncovered options involves potentially unlimited risk.

Branch Details
100 Clock Tower Place,Suite #100
Carmel,CA 93923-8771