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Jordan Samuel Halvorson

Charles Schwab & Co., Inc.

Westlake, TX

Newark, 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 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Newark, TX • 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
Tdameritrade Southlake TX 10/2021 06/2024
R3 Wound Care And Hyperbarics Fort Worth TX 03/2021 09/2021
Paradigm Homecare Plano TX 10/2018 02/2021
Carter Healthcare Irving TX 10/2017 09/2018
Kindred Healthcare Grapevine TX 12/2008 10/2017
Charles Schwab And Co., Inc. Omaha NE 01/2024 Present
  • 10/2021 → 06/2024
    Tdameritrade
    Southlake, TX
  • 03/2021 → 09/2021
    R3 Wound Care And Hyperbarics
    Fort Worth, TX
  • 10/2018 → 02/2021
    Paradigm Homecare
    Plano, TX
  • 10/2017 → 09/2018
    Carter Healthcare
    Irving, TX
  • 12/2008 → 10/2017
    Kindred Healthcare
    Grapevine, TX
  • 01/2024 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2022-03-29
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2022-03-29

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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