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Jordan T Mcelroy

Charles Schwab & Co., Inc.

Truckee, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-01
  • CA RA
    APPROVED
    Since 2024-08-01

Branch Locations

10770 Donner Pass Road Suite 103, Truckee, CA 96161 • 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
Dyer All Terrain Excavation Sparks NV 08/2018 11/2020
Sugar Bowl Resort Soda Springs CA 11/2015 03/2019
Us Army Reno NV 09/2012 01/2022
Auburn Ski Club Soda Springs CA 12/2018 Present
Charles Schwab & Co., Inc. Truckee CA 07/2021 Present
  • 08/2018 → 11/2020
    Dyer All Terrain Excavation
    Sparks, NV
  • 11/2015 → 03/2019
    Sugar Bowl Resort
    Soda Springs, CA
  • 09/2012 → 01/2022
    Us Army
    Reno, NV
  • 12/2018 → Present
    Auburn Ski Club
    Soda Springs, CA
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Truckee, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-21
S65 Uniform Investment Adviser Law Examination 2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01
Other Names
  • Jordan Mcelroy

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Truckee, CA
J.P. MORGAN SECURITIES LLC · Truckee, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TRUCKEE, CA
EDWARD JONES · TRUCKEE, CA
COMMONWEALTH FINANCIAL NETWORK · Truckee, CA
GREENSLOPE CAPITAL MANAGEMENT, LLC · TRUCKEE, CA
ALPINE PEAKS CONSULTING · ALPINE MEADOWS, CA
LPL FINANCIAL LLC · Tahoe City, CA

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