Jarrod Malley

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

• 10/2016 → 03/2018
  Capital One Investing, Llc
  Plano, TX
• 04/2016 → 09/2016
  Unemployed
  Arlington, TX
• 03/2018 → 05/2020
  Jp Morgan Securities, Llc
  Plano, TX
• 10/2016 → 03/2018
  Capital One Advisors, Llc
  Plano, TX
• 07/2020 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 07/2020 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX
• 06/2019 → 07/2019
  Doordash
  Plano, TX

Previous Registrations

• 2018-03-28 → 2020-05-05
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
• 2016-10-19 → 2018-03-19
  Capital One Advisors, Llc
  Plano, TX
  Mclean, VA
• 2016-02-10 → 2016-03-15
  Edward Jones
  Arlington, TX
  St Louis, MO
• 2015-04-17 → 2015-12-15
  Edward Jones
  Mansfield, TX
  Aledo, TX
  St Louis, MO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-04-16

Other Names

• Jarrod Malley
• Jarrod Stephen Malley