Jordan Matthews

VP - Sr. Financial Consultant

+1 408-973-7032

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TDAmeritrade, Inc, 2017-2022
  • Private Client Financial Advisor, Fidelity Brokerage Services, 2003-2016
  • Financial Advisor, Prudential Securities, 1996-2003

Education

  • Series 7, 63, 66 Licensed. NMLS ID: 118720

Personal interests and affiliations

  • Harker Lower School Volunteer

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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