Matthew Jones

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2022 → 11/2023
  Charles Schwab & Co., Inc.
  Orlando, FL
• 06/2019 → 09/2019
  Wells Fargo
  Raleigh, NC
• 10/2018 → 05/2019
  J Crew
  Lynchburg, VA
• 09/2019 → 08/2022
  Bank Of America
  Raleigh, NC
• 01/2017 → 06/2017
  Unemployed
  Lynchburg, VA
• 06/2016 → 12/2016
  Scottrade
  Ormond Beach, FL
• 12/2012 → 05/2016
  Outback Steakhouse
  Plantation, FL
• 08/2017 → 10/2018
  Bank Of America
  Fort Worth, TX
• 07/2017 → 09/2017
  Outback Steakhouse
  Lynchburg, VA
• 01/2017 → 05/2019
  Liberty University
  Lynchburg, VA
• 08/2022 → 11/2023
  Charles Schwab Bank, Ssb
  Orlando, FL
• 11/2023 → 07/2024
  United Planners Financial Services
  Scottsdale, AZ
• 11/2023 → 07/2024
  Stewardship Advisory Group, Llc
  Clermont, FL
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Orlando, FL
• 07/2024 → Present
  Schwab Wealth Advisory, Inc.
  Orlando, FL

Previous Registrations

• 2023-11-16 → 2024-07-12
  Stewardship Advisory Group, Llc
  Clermont, FL
• 2023-06-12 → 2023-11-21
  Charles Schwab & Co., Inc.
  Cary, NC
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09
• S63 Uniform Securities Agent State Law Examination
  2022-11-09

Other Names

• Matt T Jones
• Matt Jones
• Matthew Thomas Jones