Jonathan Matta is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-01-14 | present | Yes |
| BAIRD STRATEGAS LLC | 2023-09-15 | 2024-12-09 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2022-08-22 | 2023-09-17 | — |