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Jerod James Madden

Charles Schwab & CO., Inc.

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About Jerod James Madden

Jerod James Madden is a registered investment advisor representative with Charles Schwab & CO., Inc. Jerod is also registered with the state of Nebraska. Jerod has been in the industry for more than 3 years. Before joining Charles Schwab & CO., Inc., Jerod worked at TD Ameritrade, Inc. and Thrivent Investment Management Inc. Jerod has a Series 66, Series 34, Series 3, Series 7TO, and SIE license. Jerod has a specialization in investment management and financial planning.

Firm Information

Jerod Madden is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jerod Madden’s Registration & Firm History

NE

10/04/2022 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

08/12/2021 - 05/10/2024

TD AMERITRADE, INC. (OMAHA NE)

NE

09/10/2020 - 07/07/2021

THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 12/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2023

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 10/11/2022

Series 3 - National Commodity Futures Examination

BC

Issued 09/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jerod James Madden.
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