Charles Schwab & Co., Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Jarrett is a certified financial planner based in Charlotte, North Carolina. Currently a registered investment advisor with Charles Schwab & Co., Inc, they have accumulated 10 years of experience in the financial advisory industry. Jarrett holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Jarrett is registered to operate based out of North Carolina. Their career trajectory has included roles at Charles Schwab Bank, Fidlity Investments and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc is located in Charlotte, North Carolina, and has 370 other locations across the country. As a registered investment firm, Charles Schwab & Co., Inc employs more than 14,879 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Charles Schwab & Co., Inc can offer financial planning services, selection of other advisers and other services. The firm may charge clients hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

4529 Sharon Road
Charlotte, NC 28211-3521

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


NC Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Matthew Jarrett Work History

Matthew has 10 years of experience.

2009 - Present (10 years)

Charles Schwab Bank

2009 - Present (10 years)

Charles Schwab & Co., Inc

2008 - 2009 (1 years)

Fidlity Investments


Matthew Jarrett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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