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Matthew Elliott Jarrett

Schwab Wealth Advisory, Inc.

Fort Mill, SC

CRD 4045268

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-24
NC RA APPROVED 2026-01-21
TX RA APPROVED 2026-01-21
  • SC RA
    APPROVED
    Since 2026-03-24
  • NC RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

201 Wessex Way, Fort Mill, SC 29708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Fort Mill SC 06/2009 Present
Charles Schwab Bank, Ssb Charlotte NC 06/2009 01/2026
Schwab Wealth Advisory, Inc. Fort Mill SC 01/2026 Present
  • 06/2009 → Present
    Charles Schwab & Co., Inc.
    Fort Mill, SC
  • 06/2009 → 01/2026
    Charles Schwab Bank, Ssb
    Charlotte, NC
  • 01/2026 → Present
    Schwab Wealth Advisory, Inc.
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-18
S63 Uniform Securities Agent State Law Examination 1999-12-16
  • S65 Uniform Investment Adviser Law Examination
    2003-11-18
  • S63 Uniform Securities Agent State Law Examination
    1999-12-16
Designations
  • Certified Financial Planner
Other Names
  • Jarrett Matthew Elliott
  • Matthew Jarrett

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

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