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Malachi Nasire Jones

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 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

1991 Summit Park Drive, 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
Kay Jewelers Orlando FL 09/2018 02/2023
Reeds Jewelers Orlando FL 05/2023 06/2025
Full Time Education Orlando FL 04/2016 09/2018
Charles Schwab & Co., Inc. Orlando FL 12/2023 Present
Schwab Wealth Advisory, Inc. Orlando FL 03/2026 Present
  • 09/2018 → 02/2023
    Kay Jewelers
    Orlando, FL
  • 05/2023 → 06/2025
    Reeds Jewelers
    Orlando, FL
  • 04/2016 → 09/2018
    Full Time Education
    Orlando, FL
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
S63 Uniform Securities Agent State Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20
  • S63 Uniform Securities Agent State Law Examination
    2024-05-15
Other Names
  • Malachi Jones

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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