Matthew E. Jarrett
Professional summary
Matthew Elliott Jarrett, CFP®, who also goes by Jarrett Matthew Elliott, Matthew Jarrett, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Fort Mill, South Carolina and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Elliott Jarrett's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
January 21, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 201 Wessex Way, Fort Mill, SC 29708July 20, 2009 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262-8104July 24, 2009 - January 21, 2026
CHARLES SCHWAB & CO., INC.
May 2, 2008 - February 21, 2009
STRATEGIC ADVISERS LLC
April 2, 2008 - February 21, 2009
FIDELITY BROKERAGE SERVICES LLC
November 20, 2003 - April 4, 2008
VANGUARD ADVISERS, INC.
November 23, 1999 - April 4, 2008
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/9/2022)
(4/14/2021)
(7/20/2009)
(7/13/2010)
(7/20/2009)
(7/22/2009)
(9/22/2017)
(3/1/2018)
(1/9/2015)
(3/28/2019)
(3/28/2019)
(7/22/2009)
(5/23/2026)
(5/11/2023)
(7/13/2010)
(7/23/2009)
(1/21/2026)
(7/22/2009)
(2/22/2024)
(1/9/2015)
(7/22/2009)
(3/24/2026)
(3/26/2025)
(7/22/2009)
(7/13/2010)
(1/21/2026)
(1/9/2015)
(3/1/2018)
(3/28/2019)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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Company Information
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035Fort Mill, SC 29708TRUST BUT VERIFY
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