Matthew Jackson is a CFP, ChFC-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 10 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew is an employee of The Vanguard Group, Inc. He is also an inactive director and owner/partner of Brinkman Farms, Inc., an agriculture business, and a permanent conservator/guardianship for a parent, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations28 states
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
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