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Matthew Jones

Schwab Wealth Advisory, Inc.

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About Matthew Jones

Matthew Jones is a financial advisor with Schwab Wealth Advisory, Inc.. Matthew is a registered representative with FINRA and has been in the securities industry for over 2 years. Matthew is registered with the state of Florida and holds Series 7, Series 63, and Series 66 licenses. Matthew specializes in financial planning, portfolio management for individuals and businesses. Matthew previously worked at Charles Schwab & Co., Inc. and United Planners' Financial Services of America A Limited Partner.

Firm Information

Matthew Jones is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Matthew Jones’s Registration & Firm History

CA

08/01/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

FL

11/07/2023 - 07/12/2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CLERMONT FL)

FL

11/02/2022 - 11/21/2023

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BOTH

Issued 06/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Jones.
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