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Jordan Brus Dewitt

Charles Schwab & Co., Inc.

Austin, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-20
  • TX RA
    APPROVED
    Since 2024-08-20

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Morgan Stanley La Jolla CA 04/2018 08/2018
Networth Realty San Diego CA 09/2016 04/2018
Unemployed San Diego CA 09/2015 09/2016
Morgan Stanley Private Bank, N.A. New York NY 06/2018 08/2018
Assurance Iq San Diego CA 11/2018 03/2021
Charles Schwab & Co., Inc. Austin TX 04/2021 Present
Charles Schwab Bank, Ssb Austin TX 09/2025 Present
  • 04/2018 → 08/2018
    Morgan Stanley
    La Jolla, CA
  • 09/2016 → 04/2018
    Networth Realty
    San Diego, CA
  • 09/2015 → 09/2016
    Unemployed
    San Diego, CA
  • 06/2018 → 08/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2018 → 03/2021
    Assurance Iq
    San Diego, CA
  • 04/2021 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2021-08-13
  • S66 Uniform Combined State Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2021-08-13
Other Names
  • Jordan Dewitt

View on SEC IAPD

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