Matthew Sterling Jones
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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 & Co., Inc.Apr 2022 to now
- Charles Schwab Bank SsbApr 2022 to now
- Banterra BankAug 2020 to Mar 2022
- Wells Fargo BankJun 2017 to Aug 2020
- Arizona State UniversityAug 2016 to Aug 2020
- Old Town Tortilla FactoryMar 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 7520472
- Firm CRD
- 5393