Jorge Cardenas

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-30
AZ	RA	APPROVED	2025-08-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	09/2015	12/2019
Bank Of America, N.A.	Chandler	AZ	09/2015	12/2019
Jp Morgan Securities, Llc	Chandler	AZ	12/2019	07/2022
Jp Morgan Chase Bank, N.A.	Chandler	AZ	12/2019	07/2022
Fidelity Investments	Salt Lake City	UT	07/2022	01/2024
Downtown Wealth Studios	Miami	FL	02/2024	07/2025
Charles Schwab & Co., Inc.	Phoenix	AZ	08/2025	Present
Schwab Wealth Advisory, Inc.	Phoenix	AZ	08/2025	Present

09/2015 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
09/2015 → 12/2019

Bank Of America, N.A.

Chandler, AZ
12/2019 → 07/2022

Jp Morgan Securities, Llc

Chandler, AZ
12/2019 → 07/2022

Jp Morgan Chase Bank, N.A.

Chandler, AZ
07/2022 → 01/2024

Fidelity Investments

Salt Lake City, UT
02/2024 → 07/2025

Downtown Wealth Studios

Miami, FL
08/2025 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
08/2025 → Present

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-19

Other Firms