Matthew Elliott Jarrett

CRD 4045268 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Jarrett Matthew Elliott; Matthew Jarrett

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (26): Alabama · Arkansas · California · Colorado · Florida · Georgia · Illinois · Kansas · Kentucky · Louisiana · Maryland · Michigan · Missouri · Nevada · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · West Virginia
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Fort Mill, SC · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Fort Mill, SC · IA capacity

start not retrieved → present
Strategic Advisers, Inc.
Charlotte, NC · IA capacity

May 2, 2008 → Feb 21, 2009
Fidelity Brokerage Services LLC
Charlotte, NC · BC capacity

Apr 2, 2008 → Feb 21, 2009
Vanguard Advisers Inc
Valley Forge, PA · IA capacity

Nov 20, 2003 → Apr 4, 2008
Vanguard Marketing Corporation
Charlotte, NC · BC capacity

Nov 23, 1999 → Apr 4, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4045268 ↗ FINRA BrokerCheck record for CRD 4045268 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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