Matthew Jackson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 08/2018
  Wells Fargo Bank, Na
  Phoenix, AZ
• 09/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Phoenix, AZ
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
• 08/2018 → 07/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2024 → 04/2026
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2019-11-18 → 2024-07-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1) Brinkman Farms INC | Investment Related:No|Agriculture/Forestry/Fishing|Vice President|7/1/2017|Less than 20|0|I participate in annual meetings and can vote of business decisions.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01
• S63 Uniform Securities Agent State Law Examination
  2015-10-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew Jackson
• Matt Jackson
• Matthew Allen Jackson