Jordan Samuel Halvorson
Investment adviser representative at Charles Schwab & Co., Inc.
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Charles Schwab and Co., Inc.Jan 2024 to now
- TdameritradeOct 2021 to Jun 2024
- R3 Wound Care and HyperbaricsMar 2021 to Sep 2021
- Paradigm HomecareOct 2018 to Feb 2021
- Carter HealthcareOct 2017 to Sep 2018
- Kindred HealthcareDec 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7451593
- Firm CRD
- 5393