Houston, TX Gessner Road Office

Kevin Clark is a financial advisor with Charles Schwab in Houston, TX, holding Series 66, 63, and 65 designations and bringing 27 years of industry experience. His prior work includes 13 years at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Investment Management Inc., and he has been with Charles Schwab since 2025. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios with strategic asset allocation and due diligence on alternative investments.

Joshua Crader is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, LPL Financial, and Texas Dow Employee Credit Union. His background also includes roles at Best Buy and the University of Houston. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investments program.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Richard Grant is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His background includes roles at Charles Schwab Bank, UPS/InSync Staffing, and service in the United States Marine Corps Reserve. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Gregory Allen is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TD Ameritrade for 10 years. Outside of finance, he serves as a baseball umpire for youth games in Houston, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and due diligence.

Steven Will is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Lone Star College - University Park and the Greater Houston Partnership. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Crockett Du Bose is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 65 and Series 63 credentials and has held positions at Charles Schwab and USAA investment and financial planning firms. His background also includes a year at Southern Methodist University and experience related to Texas A&M University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by model portfolios and alternative investment due diligence.

Travis Fitts is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2022, he worked at Robinhood Financial, Thrivent Investment Management, and Modern Woodmen of America. Outside of his advisory role, Fitts assists with management and upkeep of his family’s agricultural business producing cattle and hay. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment selection process.

Marcus Reed is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab since 2019, as well as prior experience at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a structured alternative investment selection process.

John Carter is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TDAmeritrade from 2011 to 2022 before joining Charles Schwab in 2022. Outside of advising, he is president of Carter Holdings, a private real estate investment company focused on qualified investors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm integrates non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.

Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

Jack Salisbury is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, following two years at Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides integrated advisory, brokerage, custody, and cash-sweep services with a client relationship model that combines non-discretionary advisory guidance and access to discretionary separately managed accounts.

Darius Uche is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Scottrade and TD Ameritrade. Outside of his advisory work, he volunteers monthly assisting with his wife's small balloon business and participates in family content creation for social media platforms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary guidance with access to discretionary separately managed accounts and alternative investments. The firm’s integrated structure supports a large client base with centralized custody and operational resources.

Mark Okragly is a financial advisor at Charles Schwab with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Charles Schwab since 2002, including a role at Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Jewel Jones III is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Charles Schwab since 2002 and is a joint partner in a private LLC related to residential property holdings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by integrated custody and brokerage services.