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Jarred Giordano

Charles Schwab & Co., Inc.

Mount Sinai, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-29
  • NY RA
    APPROVED
    Since 2026-01-29

Branch Locations

271 Route 25A Suite 5, Mount Sinai, NY 11766 • 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
Fidelity Investments Lake Grove NY 04/2023 01/2024
Internal Revenue Service Holtsville NY 12/2019 03/2023
Capital One Melville NY 08/2018 03/2019
Td Bank Lake Grove NY 11/2017 08/2018
Jp Morgan Chase Bank Medford NY 06/2016 01/2017
Unemployed Centereach NY 02/2017 10/2017
Unemployed Centereach NY 04/2019 11/2019
Unemployed Centereach NY 02/2024 06/2024
Fidelity Investments Lake Grove NY 07/2024 10/2025
Fidelity Investments Boston MA 03/2025 10/2025
Lpl Financial Llc Mellville NY 10/2025 01/2026
Charles Schwab & Co., Inc. Mount Sinai NY 01/2026 Present
  • 04/2023 → 01/2024
    Fidelity Investments
    Lake Grove, NY
  • 12/2019 → 03/2023
    Internal Revenue Service
    Holtsville, NY
  • 08/2018 → 03/2019
    Capital One
    Melville, NY
  • 11/2017 → 08/2018
    Td Bank
    Lake Grove, NY
  • 06/2016 → 01/2017
    Jp Morgan Chase Bank
    Medford, NY
  • 02/2017 → 10/2017
    Unemployed
    Centereach, NY
  • 04/2019 → 11/2019
    Unemployed
    Centereach, NY
  • 02/2024 → 06/2024
    Unemployed
    Centereach, NY
  • 07/2024 → 10/2025
    Fidelity Investments
    Lake Grove, NY
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → 01/2026
    Lpl Financial Llc
    Mellville, NY
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Mount Sinai, NY
Previous Registrations
  • 2025-11-03 → 2026-01-22
    Lpl Financial Llc
    Melville, NY
    Centereach, NY
  • 2025-03-31 → 2025-11-04
    Strategic Advisers Llc
    Centereach, NY
    Lake Grove, NY
    Boston, MA
  • 2024-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Grove, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-13
S63 Uniform Securities Agent State Law Examination 2024-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-07-13
  • S63 Uniform Securities Agent State Law Examination
    2024-06-21

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · MOUNT SINAI, NY
OSAIC WEALTH, INC. · PORT JEFFERSON STATION, NY
AMERIPRISE FINANCIAL SERVICES, LLC · MOUNT SINAI, NY
KESTRA ADVISORY SERVICES, LLC · PORT JEFFERSON, NY
KESTRA ADVISORY SERVICES, LLC · PORT JEFFERSON STN, NY
O'HARA WEALTH MANAGEMENT INC · PORT JEFFERSON STATION, NY
OSAIC WEALTH, INC. · Mt Sinai, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT JEFFERSON, NY

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