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Matthew Sterling Jones

Charles Schwab & Co., Inc.

Phoenix, AZ

Scottsdale, AZ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-09
CA RA APPROVED 2022-12-01
  • AZ RA
    APPROVED
    Since 2023-06-09
  • CA RA
    APPROVED
    Since 2022-12-01

Branch Locations

6350 N. 24Th Street, Phoenix, AZ 85016 • United States

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • 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
Charles Schwab & Co., Inc. Phoenix AZ 04/2022 Present
Wells Fargo Bank Scottsdale AZ 06/2017 08/2020
Arizona State University Tempe AZ 08/2016 08/2020
Banterra Bank Scottsdale AZ 08/2020 03/2022
Old Town Tortilla Factory Scottsdale AZ 03/2016 06/2017
Charles Schwab Bank Ssb Phoenix AZ 04/2022 Present
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2017 → 08/2020
    Wells Fargo Bank
    Scottsdale, AZ
  • 08/2016 → 08/2020
    Arizona State University
    Tempe, AZ
  • 08/2020 → 03/2022
    Banterra Bank
    Scottsdale, AZ
  • 03/2016 → 06/2017
    Old Town Tortilla Factory
    Scottsdale, AZ
  • 04/2022 → Present
    Charles Schwab Bank Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-01
  • S66 Uniform Combined State Law Examination
    2022-12-01
Designations
Other Names
  • Matthew Jones

View on SEC IAPD

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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