Jordan Delano Kerney
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Jan 2026 to now
- Renaissance Orlando At SeaworldAug 2025 to now
- The Moore MiamiSep 2024 to Jul 2025
- Thesis Hotel MiamiNov 2023 to Sep 2024
- Target Distribution CenterNov 2023 to Dec 2023
- Milam's MarketOct 2023 to Oct 2023
- Home DepotOct 2022 to Jul 2023
- Universal StudiosMay 2022 to Aug 2022
- Fiu Wellness and Recreation CenterJan 2022 to Oct 2022
- Universal StudiosMar 2021 to Aug 2021
- ConverseJan 2021 to Mar 2021
- FedexDec 2020 to Jan 2021
- Chicken Salad ChickOct 2020 to Dec 2020
- Full Time EducationAug 2019 to May 2025
- Home DepotJul 2019 to Aug 2020
- Dunkin DonutsJan 2019 to Apr 2019
- Zaxby'sJun 2018 to Jul 2019
- Detail Pros Orlando Inc.Dec 2017 to Jan 2018
- Full Time EducationJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 8191434
- Firm CRD
- 159035