Jordan Powell
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbMay 2021 to now
- Charles Schwab & Co., Inc.Aug 2019 to now
- TD Ameritrade, Inc.Jan 2024 to Jun 2024
- Rosehill Beer GardenJan 2018 to May 2018
- Prairie View A&m UniversityAug 2017 to May 2019
- Prairie View A&m University AthleticsAug 2017 to May 2018
- Klein Independent School DistrictOct 2016 to Feb 2021
- Asics AmericaJun 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7169018
- Firm CRD
- 5393