JM
JM
Jordan Matthews
29 Years of Experience
Cupertino, CA
1 DisclosureBroker
Jordan Matthews is a registered investment advisor at Charles Schwab & CO., INC., based in Cupertino, CA, with 29 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
19499 Stevens Creek Blvd., Suite 100, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2009Withdrawn
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.Broker
February 2017 - July 2024 · 7 yrs 5 mos
TD Ameritrade Investment Management, LLC
February 2017 - September 2023 · 6 yrs 7 mos
TD Ameritrade, INC.
February 2017 - October 2022 · 5 yrs 8 mos
Strategic Advisers, INC.
March 2004 - September 2016 · 12 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 2003 - September 2016 · 13 yrs
Wachovia Securities, LLC
July 2003 - September 2003 · 2 mos
Wachovia Securities, LLCBroker
July 2003 - September 2003 · 2 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
September 1996 - July 2003 · 6 yrs 10 mos
State Registrations11 states
CACODCFLMANYORPATNTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.