Matthew Jones, CFP®

About

Financial Consultant at Charles Schwab Biltmore Phoenix branch.

Experience

• Charles Schwab (Full-time · 4 yrs 3 mos)
  • VP - Financial Consultant
    Jul 2024 - Present · 2 yrs

  • Financial Consultant Partner
    Apr 2024 - Jul 2024 · 4 mos

  • Investment Consultant
    Dec 2022 - Apr 2024 · 1 yr 5 mos

• Concierge Banker II at Banterra Bank
  Aug 2020 - Mar 2022 · 1 yr 8 mos

• Wells Fargo (3 yrs 3 mos)
  • Lead Teller
    May 2018 - Aug 2020 · 2 yrs 4 mos

  • Teller
    Jun 2017 - May 2018 · 1 yr

• Sales Floor Associate at adidas
  Jul 2015 - Aug 2016 · 1 yr 2 mos