Jordan Rinas

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

• 09/2017 → 04/2018
  Edward Jones
  St Louis, MO
• 09/2014 → 06/2017
  University Of Nevada Reno
  Reno, NV
• 06/2017 → 08/2017
  The Ice House
  Winnemucca, NV
• 05/2018 → 04/2020
  Guardian Life Insurance Company
  Phoenix, AZ
• 06/2018 → 04/2020
  Park Avenue Securities
  Phoenix, AZ
• 04/2020 → 06/2024
  American Fidelity Assurance
  Oklahoma City, OK
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Las Vegas, NV

Previous Registrations

• 2018-06-14 → 2020-04-07
  Park Avenue Securities Llc
  Phoenix, AZ
• 2017-11-10 → 2018-04-18
  Edward Jones
  Tempe, AZ
  Winnemucca, NV
  St Louis, MO

Other Businesses

1) Rental Property | Investment Related:No|8847 Sacred Falls Ave.|Las Vegas|Nevada|89148|United States|Real Estate (Non-Agent/Broker)|Owner|3/15/2023|Less than 20|0|I own a rental property that currently has renters living there and we have a signed rental agreement

Exams

• S66 Uniform Combined State Law Examination
  2024-09-09

Other Names

• Jordan Lee Rinas
• Jordan Rinas