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Everett Matthew Johnson

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-15
TX RA APPROVED_RES 2023-01-03
  • FL RA
    APPROVED
    Since 2023-02-15
  • TX RA
    APPROVED_RES
    Since 2023-01-03

Branch Locations

1991 Summit Park Dr, Orlando, FL 32810 • 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
Edward Jones Tampa FL 04/2017 05/2019
Aon Tampa FL 11/2014 04/2017
Jpmorgan Chase Bank, N.A. Orlando FL 06/2019 05/2021
J.P. Morgan Securities Llc Orlando FL 06/2019 05/2021
Newport Group Securities, Inc. Lake Mary FL 05/2021 10/2022
Charles Schwab & Co., Inc. Orlando FL 10/2022 Present
Schwab Wealth Advisory Orlando FL 10/2022 Present
  • 04/2017 → 05/2019
    Edward Jones
    Tampa, FL
  • 11/2014 → 04/2017
    Aon
    Tampa, FL
  • 06/2019 → 05/2021
    Jpmorgan Chase Bank, N.A.
    Orlando, FL
  • 06/2019 → 05/2021
    J.P. Morgan Securities Llc
    Orlando, FL
  • 05/2021 → 10/2022
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 10/2022 → Present
    Schwab Wealth Advisory
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-10
  • S66 Uniform Combined State Law Examination
    2017-06-10
Other Names
  • Everett Matthew Johnson
  • Matt Johnson
  • Everett M Johnson
  • Everett Johnson

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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