Jordan Ryan Sabatino

CRD 6956003 · Charles Schwab & Co., Inc. · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Jordan R Sabatino; Jordan Sabatino Jr; Jordan Sabatino

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (22): Arizona · California · Connecticut · Florida · Georgia · Illinois · Maryland · Massachusetts · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 6
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 (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Palm Beach Gardens, FL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
West Palm Beach, FL · BC capacity

Nov 1, 2022 → Jun 25, 2024
Td Ameritrade Investment Management, LLC
West Palm Beach, FL · IA capacity

Nov 7, 2022 → Sep 7, 2023
Pfs Investments Inc.
Margate, FL · BC capacity

Sep 13, 2021 → Feb 24, 2022
Primerica Advisors
Margate, FL · IA capacity

Sep 10, 2021 → Feb 24, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jupiter, FL · IA capacity

Nov 26, 2018 → Oct 18, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jupiter, FL · BC capacity

Aug 20, 2018 → Oct 18, 2019

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6956003 ↗ FINRA BrokerCheck record for CRD 6956003 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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