Jamal Vinson
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamal Vinson is an investment adviser representative in Teaneck, NJ, currently registered with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. They have worked in the securities industry since 2021 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
14 states and territories
Arkansas, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyOct 2019 – Aug 2022Morristown, NJ
- Holy Name Medical CenterNov 2017 – Sep 2019Teaneck, NJ
- Small Business camp (non-profit)Jan 2017 – May 2017New York, NY
- Morgan StanleyApr 2017 – Sep 2017Purchase, NY
- Full Time EducationJan 2012 – Jan 2017Fairfield, CT
- Morgan StanleyOct 2022 – Mar 2024Purchase, NY
- Schwab Wealth Advisory, IncJul 2025 – no end date reportedTeaneck, NJ
- Charles Schwab & Co., IncJul 2025 – no end date reportedTeaneck, NJ
- UnemployedApr 2024 – Jun 2025Teaneck, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamal Vinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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