Matthew Jackson
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
Are you Matthew Jackson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to Apr 2026
- The Vanguard Group, Inc.Aug 2018 to Jul 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2018
- Wells Fargo Advisors, LLCSep 2015 to Nov 2016
- Wells Fargo Bank, NAFeb 2009 to Aug 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6551493
- Firm CRD
- 159035