Jonathan Matta

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/2005 → 05/2017
  Janus Distributors Llc
  Denver, CO
• 11/2005 → 05/2017
  Janus Management Holdings Corp
  Denver, CO
• 09/2017 → 12/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 09/2017 → 12/2019
  Mml Distributors, Llc
  Enfield, CT
• 06/2017 → 09/2017
  Unemployed
  Chagrin Falls, OH
• 11/2021 → 11/2021
  Gwfs Equities, Inc
  Greenwood Village, CO
• 01/2020 → 10/2021
  Unemployed
  Cleveland, OH
• 12/2021 → 09/2023
  Ameriprise Financial Services, Llc (
  Minneapolis, MN
• 09/2023 → 11/2024
  Strategas
  New York, NY
• 11/2024 → Present
  Charles Schwab & Co., Inc.
  Chagrin Falls, OH

Previous Registrations

• 2023-09-15 → 2024-12-09
  Baird Strategas Llc
  New York, NY
• 2022-08-22 → 2023-09-17
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-20
• S63 Uniform Securities Agent State Law Examination
  1995-12-20

Other Names

• Jonathan David Matta
• Jonathan Matta