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Matthew Logan Jones

Charles Schwab & Co., Inc.

Greenville, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

3110 Interstate Highway 30 Suite 104, Greenville, TX 75402 • 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
Hardin Enterprises Memphis TN 02/2016 02/2019
Apex Fintech Solutions Dallas TX 04/2019 01/2026
Charles Schwab & Co., Inc., Independent Branch Services Greenville TX 02/2026 Present
Charles Schwab Bank, Ssb Greenville TX 02/2026 Present
  • 02/2016 → 02/2019
    Hardin Enterprises
    Memphis, TN
  • 04/2019 → 01/2026
    Apex Fintech Solutions
    Dallas, TX
  • 02/2026 → Present
    Charles Schwab & Co., Inc., Independent Branch Services
    Greenville, TX
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Greenville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-18
  • S66 Uniform Combined State Law Examination
    2026-03-18
Other Names
  • Logan Jones

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · GREENVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREENVILLE, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, TX
CETERA INVESTMENT ADVISERS LLC · GREENVILLE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Greenville, TX
EDWARD JONES · GREENVILLE, TX
EDWARD JONES · GREENVILLE, TX
FIRST ADVISORS NATIONAL, LLC · Greenville, TX

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