Jordon S. Spera
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Virtue Strength Club LLCSep 2024 to Jan 2026
- J.P. Morgan Securities LLCMar 2024 to Feb 2026
- UnemployedJan 2024 to Mar 2024
- Cetera Advisor Networks LLCAug 2023 to Jan 2024
- Cetera Investment Advisers LLCAug 2023 to Jan 2024
- Renaissance Financial CorpAug 2023 to Jan 2024
- Minnesota Life Insurance CoMar 2023 to Aug 2023
- Securian Financial Services IncMar 2023 to Aug 2023
- The Northern Pines RestaurantAug 2022 to May 2023
- Pcl Construction IncMay 2022 to Aug 2022
- Chili'sFeb 2022 to Apr 2022
- Olive GardenOct 2021 to Nov 2021
- UnemployedSep 2021 to Jan 2022
- United Parcel ServiceMay 2021 to Aug 2021
- Grimaldi's Pizzeria/coal Brick Oven PizzeriaApr 2021 to May 2021
- Full Time EducationAug 2019 to May 2023
- In-n-out BurgerSep 2017 to May 2021
- UnemployedMar 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7703685
- Firm CRD
- 5393