Matthew Jones is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-08-01 | present | Yes |
| STEWARDSHIP ADVISORY GROUP, LLC | 2023-11-16 | 2024-07-12 | — |
| CHARLES SCHWAB & CO., INC. | 2023-06-12 | 2023-11-21 | — |