Jordan Raymond
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Nov 2025 to now
- Andrew BernsteinJan 2025 to Oct 2025
- Northwestern Mutual Wealth Management CompanySep 2024 to Oct 2025
- William NewtonAug 2024 to Oct 2025
- Charles IrvinJun 2024 to Oct 2025
- James HuckabeeJun 2024 to Oct 2025
- Northwestern Mutual Investment Services LLCJun 2024 to Oct 2025
- Fidelity InvestmentsApr 2023 to Jun 2024
- Ohso Brewery and DistilleryAug 2022 to Jan 2024
- Wilde Wealth Management Group and Cetera AdvisorsDec 2021 to Mar 2023
- Nationwide FinancialFeb 2021 to Nov 2021
- InnosourceAug 2020 to Feb 2021
- First Financial Equity CorporationMay 2018 to Aug 2020
- Ohso Brewery and DistilleryMay 2018 to Mar 2020
- The Vig FillmoreApr 2018 to Oct 2018
- Pedal Haus BreweryJun 2017 to Apr 2018
- Full Time EducationAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6984889
- Firm CRD
- 159035