Charles Jaden Martin

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 08/2024
  Charles Schwab
  Phoenix, AZ
• 06/2023 → 08/2023
  Focus Capital Partners Private Wealth
  Henderson, NV
• 06/2022 → 08/2022
  Campione D'ITalia Foods
  Las Vegas, NV
• 06/2021 → 08/2021
  Doordash
  Henderson, NV
• 07/2025 → Present
  Charles Schwab & Co.,. Inc.
  Phoenix, AZ
• 09/2024 → 05/2025
  Full Time Education
  Tempe, AZ
• 09/2023 → 05/2024
  Full Time Education
  Tempe, AZ
• 09/2022 → 05/2023
  Full Time Education
  Tempe, AZ
• 09/2021 → 05/2022
  Full Time Education
  Tempe, AZ
• 07/2014 → 05/2021
  Full Time Education
  Henderson, NV
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24