Jay Ditty
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jay Ditty is an investment adviser representative with Charles Schwab & Co., Inc. in Fort Worth, TX, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Schwab Wealth Advisory, Inc. and J.p. Morgan Securities LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo BANK NAJul 2002 – Dec 2021Ft Worth, TX
- Wells Fargo Clearing Services, LLCAug 2016 – Dec 2021Ft Worth, TX
- J.P. Morgan Securities LLCJan 2022 – Apr 2022Weatherford, TX
- JPMorgan Chase Bank, N.A.Jan 2022 – Apr 2022Weatherford, TX
- Schwab Private Client Investment Advisory, Inc.Apr 2022 – Jun 2023Westlake, TX
- Charles Schwab & Co., Inc.Apr 2022 – no end date reportedWeatherford, TX
- Charles Schwab Bank, SSBJun 2023 – no end date reportedWeatherford, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Ditty has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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