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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Audeidra Elise Jones

Advisor at CHARLES SCHWAB & CO., INC.

Naples, FL

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Search this name across graphsid dfx:ria:6963e1b9-b92f-438c-4020-6cc8e2dbb5f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Nov 7, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 25, 2000
First registration: Nov 7, 2005
Dual registered: yes, broker-dealer
Other names: AUDEIDRA TAYLOR|AUDEIDRA ROUNDTREE|AUDEIDRA E ROUNDTREE|AUDEIDRA E TAYLOR|AUDEIDRA ELISE JONES|AJ Jones|AUDEIDRA E JONES
IAPD individual key: 4265247

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 13, 2026	n/a	yes	Naples, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 22, 2024	Jun 18, 2025	no	NAPLES, FL\|Naples, FL\|FORT MILL, SC\|FORT MILL, SC	Previous registration
MORGAN STANLEY	Wirehouse	Dec 7, 2016	Jun 26, 2024	no	Plantation, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 26, 2015	Sep 16, 2016	no	NAPLES, FL\|TAMPA, FL\|NAPLES, FL\|NAPLES, FL\|NAPLES, FL\|NAPLES, FL\|NAPLES, FL\|VENICE, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 7, 2013	May 1, 2015	no	PALM BEACH GARDENS, FL\|TAMPA, FL\|NAPLES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 13, 2010	Nov 15, 2012	no	NAPLES, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 25, 2010	no	NAPLES, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	NAPLES, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 25, 2006	Apr 2, 2007	no	NAPLES, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 7, 2005	Sep 12, 2006	no	NAPLES, FL\|NAPLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	CHARLES SCHWAB & CO., INC.	Jun 18, 2025	Jan 13, 2026	209	Firm change	Ibd to ibd
MORGAN STANLEY	LPL FINANCIAL LLC	Jun 26, 2024	Jul 22, 2024	26	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Sep 16, 2016	Dec 7, 2016	82	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 1, 2015	May 26, 2015	25	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Nov 15, 2012	Feb 7, 2013	84	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 25, 2010	Apr 13, 2010	19	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	MORGAN STANLEY DW INC.	Sep 12, 2006	Sep 25, 2006	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:6413:FL:2024-06-25	Jun 26, 2024	Jul 22, 2024	PLANTATION, FL	Firm change
7691:149777:FL:2016-09-02	Sep 16, 2016	Dec 7, 2016	VENICE, FL	Firm change

Relationships

Registered with (8)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 22, 2024 to Jun 18, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 7, 2016 to Jun 26, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 26, 2015 to Sep 16, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 7, 2013 to May 1, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 25, 2006 to Apr 2, 2007factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 7, 2005 to Sep 12, 2006factForm ADV

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
Audeidra Elise Jones left Lpl Financial Llc for Charles Schwab & Co., Inc. (registered 2026-01-13)
Form ADVobserved 5 days ago
Occurred
Jun 26, 2024
Advisor changed firm
Audeidra Elise Jones left Morgan Stanley for Lpl Financial Llc (registered 2024-07-22)
Form ADVobserved 5 days ago