Jorden Morales
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.Jun 2023 to now
- Full Time EducationAug 2023 to Jun 2024
- Full Time EducationAug 2022 to Jun 2023
- TargetJun 2022 to Aug 2022
- Full Time EducationAug 2021 to Jun 2022
- Snooze A.M. EateryJun 2021 to Aug 2021
- Full Time EducationAug 2020 to Jun 2021
- GoodwillJun 2020 to Aug 2020
- ChipotleJun 2019 to Jun 2020
- Full Time EducationJun 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7746232
- Firm CRD
- 5393